Fox Valley Sheet Metal Health Fund — Form 5500 plan (The Board Of Trustees Of The Fox Valley Sheet Metal Health 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, Fox Valley Sheet Metal Health Fund is a benefit plan reported by The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund under EIN 39-6095127 and plan number 501. The latest loaded filing year is 2023. The filing reports 794 participants and $19,805,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund
- EIN
- 39-6095127
- Plan number
- 501
- Plan type
- 1
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $19,805,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20250228133152NAL0001195649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,805,022
- Total liabilities (EOY)
- $1,521,944
- Net assets (EOY)
- $18,283,078
- Net assets (BOY)
- $16,316,168
Income & contributions
- Employer contributions
- $14,179,773
- Participant contributions
- $378,580
- Total contributions
- $14,558,353
- Total income / additions
- $15,818,298
Expenses & distributions
- Benefits paid
- $13,209,081
- Administrative expenses
- $642,307
- Total expenses
- $13,851,388
- Net increase / (decrease)
- $1,966,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Health Care Insurance Co | NONE | $438,779 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration | NONE | $275,874 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $274,921 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $90,522 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner & Van Deuren S.C. | NONE | $89,876 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $29,356 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $28,031 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $26,418 | $0 | 2023 |
| Sikich Llp | NONE | $23,865 | not reported in the loaded dataset | 2023 |
| Associated Trust Company | NONE | $23,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Fox Valley Sheet Metal Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- United Health Care Insurance Co — Schedule C compensation
- Benefit Plan Administration — Schedule C compensation
- Express Scripts — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Reinhart Boerner & Van Deuren S.C. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Associated Trust Company — Schedule C compensation