Cedar Rapids Sheet Metal Workers Local 263 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He)
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, Cedar Rapids Sheet Metal Workers Local 263 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He under EIN 42-6498548 and plan number 501. The latest loaded filing year is 2023. The filing reports 423 participants and $4,019,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He
- EIN
- 42-6498548
- Plan number
- 501
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $4,019,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20241012151838NAL0013439475002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,019,517
- Total liabilities (EOY)
- $706,989
- Net assets (EOY)
- $3,312,528
- Net assets (BOY)
- $2,736,083
Income & contributions
- Employer contributions
- $7,285,391
- Participant contributions
- $79,275
- Total contributions
- $7,364,666
- Total income / additions
- $7,529,050
Expenses & distributions
- Benefits paid
- $6,170,250
- Administrative expenses
- $782,355
- Total expenses
- $6,952,605
- Net increase / (decrease)
- $576,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group Inc. | NONE | $165,000 | not reported in the loaded dataset | 2023 |
| Fox Rothschild, Llp | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| James Gallery & Associates | NONE | $32,400 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $22,600 | not reported in the loaded dataset | 2023 |
| Bradley Hauge, Cpa | NONE | $14,725 | not reported in the loaded dataset | 2023 |
| Cedar Rapids Bank & Trust | NONE | $10,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Benefits Management Group Inc. — Schedule C compensation
- Fox Rothschild, Llp — Schedule C compensation
- James Gallery & Associates — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Bradley Hauge, Cpa — Schedule C compensation
- Cedar Rapids Bank & Trust — Schedule C compensation