Sheet Metal Workers Local No. 110 Health Fund — Form 5500 plan (Board Of Trustees-Sheet Metal Local 110 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 Local No. 110 Health Fund is a benefit plan reported by Board Of Trustees-Sheet Metal Local 110 Health Fund under EIN 55-0711972 and plan number 501. The latest loaded filing year is 2023. The filing reports 806 participants and $17,917,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Sheet Metal Local 110 Health Fund
- EIN
- 55-0711972
- Plan number
- 501
- Plan type
- 1
- Location
- Goodletsville, TN
- Latest filing year
- 2023
- Participants
- 806
- End-of-year plan assets
- $17,917,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 806 | H, C | 20241015160024NAL0016822467006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,917,946
- Total liabilities (EOY)
- $422,742
- Net assets (EOY)
- $17,495,204
- Net assets (BOY)
- $16,535,004
Income & contributions
- Employer contributions
- $13,538,452
- Participant contributions
- $1,461,898
- Total contributions
- $15,000,350
- Total income / additions
- $16,528,163
Expenses & distributions
- Benefits paid
- $15,142,558
- Administrative expenses
- $425,405
- Total expenses
- $15,567,963
- Net increase / (decrease)
- $960,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | CONTRACT ADMINISTRATOR | $165,000 | not reported in the loaded dataset | 2023 |
| Bms LLC | HRA ADMINISTRATOR | $70,475 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $24,375 | not reported in the loaded dataset | 2023 |
| Standard Valuation, Inc. | INVESTMENT CONSULTANT | $24,125 | not reported in the loaded dataset | 2023 |
| Wayne & Associates | INSURANCE/CONSULTING | $24,056 | not reported in the loaded dataset | 2023 |
| Manning And Napier | INVESTMENT MANAGER | $21,045 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $19,084 | not reported in the loaded dataset | 2023 |
| Cs Mckee Lp | INVESTMENT MANAGER | $15,829 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITORS | $9,184 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc. | ACTUARY | $7,300 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | CUSTODIAN | $5,954 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Sheet Metal Local 110 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodletsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Bms LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Standard Valuation, Inc. — Schedule C compensation
- Wayne & Associates — Schedule C compensation
- Manning And Napier — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Cs Mckee Lp — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- United Actuarial Services Inc. — Schedule C compensation
- Fifth Third Bank — Schedule C compensation