Sheet Metal Workers Local 91 Health And Welfare Fu — Form 5500 plan (Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sheet Metal Workers Local 91 Health And Welfare Fu is a benefit plan reported by Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl under EIN 36-2525679 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,018 participants and $44,704,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl
- EIN
- 36-2525679
- Plan number
- 501
- Plan type
- 1
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 1,018
- End-of-year plan assets
- $44,704,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,018 | H, C | 20241002144139NAL0004103747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,704,049
- Total liabilities (EOY)
- $1,687,029
- Net assets (EOY)
- $43,017,020
- Net assets (BOY)
- $42,623,294
Income & contributions
- Employer contributions
- $10,353,962
- Participant contributions
- $861,934
- Total contributions
- $11,215,896
- Total income / additions
- $15,549,245
Expenses & distributions
- Benefits paid
- $14,518,967
- Administrative expenses
- $636,552
- Total expenses
- $15,155,519
- Net increase / (decrease)
- $393,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quad City Bank And Trust | NONE | $117,134 | not reported in the loaded dataset | 2023 |
| Telligen, Inc | NONE | $63,610 | not reported in the loaded dataset | 2023 |
| Ahi/Rj Lee & Associates | NONE | $63,500 | not reported in the loaded dataset | 2023 |
| Employee 1 | EMPLOYEE | $57,541 | not reported in the loaded dataset | 2023 |
| Employee 2 | EMPLOYEE | $57,541 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, Cpa'S, LLC | NONE | $25,229 | not reported in the loaded dataset | 2023 |
| Mccarthy Callas & Feeney Pc | NONE | $9,675 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $8,800 | not reported in the loaded dataset | 2023 |
| Calibre | NONE | $5,300 | not reported in the loaded dataset | 2023 |
| Constangy, Brooks, Smith, Prophete | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Quad City Bank And Trust — Schedule C compensation
- Telligen, Inc — Schedule C compensation
- Ahi/Rj Lee & Associates — Schedule C compensation
- Employee 1 — Schedule C compensation
- Employee 2 — Schedule C compensation
- Romolo & Associates, Cpa'S, LLC — Schedule C compensation
- Mccarthy Callas & Feeney Pc — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Calibre — Schedule C compensation
- Constangy, Brooks, Smith, Prophete — Schedule C compensation