Sheet Metal Workers Welfare Fund Local 85 — Form 5500 plan (Sheet Metal Workers Welfare Fund Local 85)
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 Welfare Fund Local 85 is a benefit plan reported by Sheet Metal Workers Welfare Fund Local 85 under EIN 58-6056203 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,096 participants and $8,248,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Welfare Fund Local 85
- EIN
- 58-6056203
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,096
- End-of-year plan assets
- $8,248,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,096 | H, C | 20250413131507NAL0000188291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,248,228
- Total liabilities (EOY)
- $2,376,502
- Net assets (EOY)
- $5,871,726
- Net assets (BOY)
- $5,105,062
Income & contributions
- Employer contributions
- $14,828,672
- Participant contributions
- $381,555
- Total contributions
- $15,210,227
- Total income / additions
- $16,037,467
Expenses & distributions
- Benefits paid
- $14,380,473
- Administrative expenses
- $890,330
- Total expenses
- $15,270,803
- Net increase / (decrease)
- $766,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $413,829 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $301,600 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $32,732 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $17,675 | not reported in the loaded dataset | 2023 |
| Empathia, Inc. | NONE | $13,220 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $12,717 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $10,907 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $9,123 | not reported in the loaded dataset | 2023 |
| Money Market & Mutual Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Welfare Fund Local 85
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Empathia, Inc. — Schedule C compensation
- Regions Bank — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Money Market & Mutual Fund — Schedule C compensation