Sheet Metal Workers Local 218 Welfare Fund — Form 5500 plan (Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf 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 218 Welfare Fund is a benefit plan reported by Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund under EIN 43-1656591 and plan number 501. The latest loaded filing year is 2023. The filing reports 439 participants and $3,302,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund
- EIN
- 43-1656591
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $3,302,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20250306093103NAL0010090161003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,302,752
- Total liabilities (EOY)
- $2,171,943
- Net assets (EOY)
- $1,130,809
- Net assets (BOY)
- $951,244
Income & contributions
- Employer contributions
- $5,816,784
- Participant contributions
- $522,014
- Total contributions
- $6,338,798
- Total income / additions
- $6,493,226
Expenses & distributions
- Benefits paid
- $6,065,746
- Administrative expenses
- $247,915
- Total expenses
- $6,313,661
- Net increase / (decrease)
- $179,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | N/A | $135,087 | $0 | 2023 |
| Cavanagh & O'Hara | N/A | $37,709 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | N/A | $29,147 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | N/A | $28,800 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers 218 Union | AFFILIATED LOCAL OF PLAN | $19,046 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Data Research Group | NONE | $8,218 | not reported in the loaded dataset | 2023 |
| Manning & Napier | N/A | $7,371 | $0 | 2023 |
| United Acturial | NONE | $7,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Meritain Health — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Sheet Metal Workers 218 Union — Schedule C compensation
- Milliman — Schedule C compensation
- Data Research Group — Schedule C compensation
- Manning & Napier — Schedule C compensation
- United Acturial — Schedule C compensation