Plan5500

Sheet Metal Workers Local 214 Supplemental Welfare — Form 5500 plan (Jt Bd Of Trustees Sheet Metal Workers Local 214 Supplemental Welfare)

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 214 Supplemental Welfare is a benefit plan reported by Jt Bd Of Trustees Sheet Metal Workers Local 214 Supplemental Welfare under EIN 46-1757206 and plan number 501. The latest loaded filing year is 2023. The filing reports 200 participants and $600,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jt Bd Of Trustees Sheet Metal Workers Local 214 Supplemental Welfare
EIN
46-1757206
Plan number
501
Plan type
1
Location
Baton Rouge, LA
Latest filing year
2023
Participants
200
End-of-year plan assets
$600,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241009153625NAL0038323746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$600,436
Total liabilities (EOY)
$139
Net assets (EOY)
$600,297
Net assets (BOY)
$671,985

Income & contributions

Employer contributions
$12,983
Total contributions
$12,983
Total income / additions
$94,245

Expenses & distributions

Benefits paid
$135,433
Administrative expenses
$30,500
Total expenses
$165,933
Net increase / (decrease)
-$71,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ted Soileau Cpa LLCACCOUNTING$14,695not reported in the loaded dataset2023
Br Sheet Metal Workers Pension FundCOMMON TRUSTEES$6,000not reported in the loaded dataset2023
Jeremy PalmerACCOUNTING$4,335not reported in the loaded dataset2023
Rbc Capital Markets, LLCINVESTMENT CUSTODIAN$2,962$02023

Related Form 5500 pages