Sheet Metal Workers Local Union No. 4 Health And Welfare Plan — Form 5500 plan (Sheet Metal Workers Local No. 4 Health And Welfare 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 Union No. 4 Health And Welfare Plan is a benefit plan reported by Sheet Metal Workers Local No. 4 Health And Welfare Fund under EIN 62-0676288 and plan number 501. The latest loaded filing year is 2023. The filing reports 270 participants and $6,568,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 4 Health And Welfare Fund
- EIN
- 62-0676288
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $6,568,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241012133006NAL0011770467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,568,191
- Total liabilities (EOY)
- $975,369
- Net assets (EOY)
- $5,592,822
- Net assets (BOY)
- $3,469,651
Income & contributions
- Employer contributions
- $5,318,821
- Participant contributions
- $547,387
- Total contributions
- $5,866,208
- Total income / additions
- $6,461,376
Expenses & distributions
- Benefits paid
- $3,990,191
- Administrative expenses
- $348,014
- Total expenses
- $4,338,205
- Net increase / (decrease)
- $2,123,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare | NONE | $163,453 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $109,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $14,100 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Godwin, Morris, Laurenzi, Bloomfiel | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | not reported in the loaded dataset | $1,120 | $0 | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 4 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- United Healthcare — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Godwin, Morris, Laurenzi, Bloomfiel — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation