Sheet Metal Workers Local No.177 Health & Welfare Fund — Form 5500 plan (Trustees - Sheet Metal Workers Local No.177 Health & 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 No.177 Health & Welfare Fund is a benefit plan reported by Trustees - Sheet Metal Workers Local No.177 Health & Welfare Fund under EIN 62-6109214 and plan number 501. The latest loaded filing year is 2023. The filing reports 606 participants and $5,819,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Sheet Metal Workers Local No.177 Health & Welfare Fund
- EIN
- 62-6109214
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $5,819,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241014153009NAL0052912978009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,819,629
- Total liabilities (EOY)
- $872,489
- Net assets (EOY)
- $4,947,140
- Net assets (BOY)
- $5,099,878
Income & contributions
- Employer contributions
- $8,593,930
- Participant contributions
- $162,477
- Total contributions
- $8,756,407
- Total income / additions
- $9,344,506
Expenses & distributions
- Benefits paid
- $8,876,414
- Administrative expenses
- $620,830
- Total expenses
- $9,497,244
- Net increase / (decrease)
- -$152,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Tennessee | NONE | $347,445 | $0 | 2023 |
| Southern Benefit Administrators,Inc | NONE | $191,600 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $14,900 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $4,789 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Sheet Metal Workers Local No.177 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Tennessee — Schedule C compensation
- Southern Benefit Administrators,Inc — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation