International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local No. 36 Welfare Plan — Form 5500 plan (Board Of Trustees Of Smart Local Union No. 36 Welfare Plan)
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, International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local No. 36 Welfare Plan is a benefit plan reported by Board Of Trustees Of Smart Local Union No. 36 Welfare Plan under EIN 43-0681778 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,548 participants and $60,536,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 Welfare Plan
- EIN
- 43-0681778
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 1,548
- End-of-year plan assets
- $60,536,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,548 | H, C | 20241015133417NAL0016501379003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,536,951
- Total liabilities (EOY)
- $3,162,424
- Net assets (EOY)
- $57,374,527
- Net assets (BOY)
- $53,604,639
Income & contributions
- Employer contributions
- $25,645,075
- Participant contributions
- $4,743,839
- Total contributions
- $30,388,914
- Total income / additions
- $37,028,868
Expenses & distributions
- Benefits paid
- $31,543,033
- Administrative expenses
- $1,715,947
- Total expenses
- $33,258,980
- Net increase / (decrease)
- $3,769,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health | NONE | $386,108 | $0 | 2023 |
| Meritain Health | NONE | $158,852 | not reported in the loaded dataset | 2023 |
| Mary Beth Cyliax | EMPLOYEE | $140,038 | not reported in the loaded dataset | 2023 |
| Diane Rosso | EMPLOYEE | $110,077 | not reported in the loaded dataset | 2023 |
| Joanna Clayton | EMPLOYEE | $109,193 | not reported in the loaded dataset | 2023 |
| Lynne Schreiber | EMPLOYEE | $108,855 | not reported in the loaded dataset | 2023 |
| Judith Mitchell | EMPLOYEE/ADMINISTRATOR | $106,001 | not reported in the loaded dataset | 2023 |
| Cynthia Foster | EMPLOYEE | $96,407 | not reported in the loaded dataset | 2023 |
| Byrne Software Technologies | NONE | $91,887 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Missouri | NONE | $82,674 | not reported in the loaded dataset | 2023 |
| Michelle Hagermann | EMPLOYEE | $74,310 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $68,165 | not reported in the loaded dataset | 2023 |
| Breanna Fitzhenry | EMPLOYEE | $61,535 | not reported in the loaded dataset | 2023 |
| Evelyn Dunajcik | EMPLOYEE | $59,012 | not reported in the loaded dataset | 2023 |
| Preferred Resource Network Inc | NONE | $56,394 | not reported in the loaded dataset | 2023 |
| Joanna Ham | EMPLOYEE | $56,390 | not reported in the loaded dataset | 2023 |
| Change Health Care | NONE | $54,932 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Catherine Dobrynski | EMPLOYEE | $50,754 | not reported in the loaded dataset | 2023 |
| Rockwood Capital Advisors | NONE | $47,988 | not reported in the loaded dataset | 2023 |
| Amwins Group Benefits LLC | NONE | $41,721 | not reported in the loaded dataset | 2023 |
| Amy Jo Wood | EMPLOYEE | $40,903 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook & Werner | NONE | $34,289 | not reported in the loaded dataset | 2023 |
| Systems Design Associates | NONE | $23,454 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Conner Ash Pc | NONE | $12,254 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $11,824 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $9,711 | $0 | 2023 |
| Gfi Digital Inc | NONE | $7,616 | not reported in the loaded dataset | 2023 |
| Web Connectivity LLC | NONE | $6,765 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smart Local Union No. 36 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Cigna Health — Schedule C compensation
- Meritain Health — Schedule C compensation
- Mary Beth Cyliax — Schedule C compensation
- Diane Rosso — Schedule C compensation
- Joanna Clayton — Schedule C compensation
- Lynne Schreiber — Schedule C compensation
- Judith Mitchell — Schedule C compensation
- Cynthia Foster — Schedule C compensation
- Byrne Software Technologies — Schedule C compensation
- Delta Dental Of Missouri — Schedule C compensation
- Michelle Hagermann — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Breanna Fitzhenry — Schedule C compensation
- Evelyn Dunajcik — Schedule C compensation
- Preferred Resource Network Inc — Schedule C compensation
- Joanna Ham — Schedule C compensation
- Change Health Care — Schedule C compensation
- Marsh & Mclennan — Schedule C compensation
- Catherine Dobrynski — Schedule C compensation
- Rockwood Capital Advisors — Schedule C compensation
- Amwins Group Benefits LLC — Schedule C compensation
- Amy Jo Wood — Schedule C compensation
- Schuchat, Cook & Werner — Schedule C compensation
- Systems Design Associates — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Conner Ash Pc — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Gfi Digital Inc — Schedule C compensation
- Web Connectivity LLC — Schedule C compensation