Sheet Metal Workers Local Union No 48 Welfare Fund — Form 5500 plan (Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf)
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 48 Welfare Fund is a benefit plan reported by Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf under EIN 63-0713360 and plan number 501. The latest loaded filing year is 2023. The filing reports 274 participants and $4,995,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf
- EIN
- 63-0713360
- Plan number
- 501
- Plan type
- 1
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $4,995,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241014100012NAL0026971713009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,995,799
- Total liabilities (EOY)
- $70,246
- Net assets (EOY)
- $4,925,553
- Net assets (BOY)
- $4,565,447
Income & contributions
- Employer contributions
- $3,032,125
- Participant contributions
- $48,527
- Total contributions
- $3,135,239
- Total income / additions
- $3,690,753
Expenses & distributions
- Benefits paid
- $2,929,954
- Administrative expenses
- $400,693
- Total expenses
- $3,330,647
- Net increase / (decrease)
- $360,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $203,824 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrator, Inc | NONE | $84,048 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $30,888 | not reported in the loaded dataset | 2023 |
| Rxbenefits | NONE | $17,917 | not reported in the loaded dataset | 2023 |
| Pnc Asset Management | NONE | $16,688 | not reported in the loaded dataset | 2023 |
| Potter, Bryant & Moore, P.C. | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $11,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrator, Inc — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Rxbenefits — Schedule C compensation
- Pnc Asset Management — Schedule C compensation
- Potter, Bryant & Moore, P.C. — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation