Sheet Metal Workers National Health Fund — Form 5500 plan (Sheet Metal Workers National 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, Sheet Metal Workers National Health Fund is a benefit plan reported by Sheet Metal Workers National Health Fund under EIN 52-1466749 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,443 participants and $57,307,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers National Health Fund
- EIN
- 52-1466749
- Plan number
- 501
- Plan type
- 1
- Location
- Goodletsville, TN
- Latest filing year
- 2023
- Participants
- 3,443
- End-of-year plan assets
- $57,307,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,443 | H, C | 20241007214844NAL0033092914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,307,376
- Total liabilities (EOY)
- $7,415,109
- Net assets (EOY)
- $49,892,267
- Net assets (BOY)
- $37,462,769
Income & contributions
- Employer contributions
- $61,405,331
- Participant contributions
- $674,606
- Total contributions
- $62,079,937
- Total income / additions
- $66,577,198
Expenses & distributions
- Benefits paid
- $51,168,232
- Administrative expenses
- $2,979,468
- Total expenses
- $54,147,700
- Net increase / (decrease)
- $12,429,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | ADMINISTRATOR | $3,126,259 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $82,480 | not reported in the loaded dataset | 2023 |
| First Horizon Bank | NONE | $55,191 | $0 | 2023 |
| Calibre Cpa Group, Pllc. | NONE | $38,783 | $0 | 2023 |
| Morgan Stanley | NONE | $23,622 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $9,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers National Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodletsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- First Horizon Bank — Schedule C compensation
- Calibre Cpa Group, Pllc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- United Actuarial Services — Schedule C compensation