Sheet Metal Workers' Local 219 Employee Benefit Fund — Form 5500 plan (Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund)
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 219 Employee Benefit Fund is a benefit plan reported by Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund under EIN 36-3192254 and plan number 501. The latest loaded filing year is 2023. The filing reports 444 participants and $11,814,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund
- EIN
- 36-3192254
- Plan number
- 501
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $11,814,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241008143252NAL0017793057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,814,311
- Total liabilities (EOY)
- $710,526
- Net assets (EOY)
- $11,103,785
- Net assets (BOY)
- $8,153,091
Income & contributions
- Employer contributions
- $8,153,763
- Participant contributions
- $238,639
- Total contributions
- $8,392,402
- Total income / additions
- $9,292,901
Expenses & distributions
- Benefits paid
- $6,169,038
- Administrative expenses
- $173,169
- Total expenses
- $6,342,207
- Net increase / (decrease)
- $2,950,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employers Coalition On Health | NONE | $382,721 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $274,752 | not reported in the loaded dataset | 2023 |
| Northern Illinois Health Plan | NONE | $237,648 | not reported in the loaded dataset | 2023 |
| True Scripts | NONE | $173,902 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $31,740 | not reported in the loaded dataset | 2023 |
| Dmi Group, Inc. | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Smart Local 219 | AFFILIATED UNION | $28,500 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $10,696 | not reported in the loaded dataset | 2023 |
| Illinois Bank & Trust | NONE | $6,240 | not reported in the loaded dataset | 2023 |
| O'Sullivan And Associates | NONE | $5,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $1,083 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Employers Coalition On Health — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Northern Illinois Health Plan — Schedule C compensation
- True Scripts — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Dmi Group, Inc. — Schedule C compensation
- Smart Local 219 — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Illinois Bank & Trust — Schedule C compensation
- O'Sullivan And Associates — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation