Lyle Hughart Welfare Fund — Form 5500 plan (Sheet Metal Workers Fund Board Of Trustees)
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, Lyle Hughart Welfare Fund is a benefit plan reported by Sheet Metal Workers Fund Board Of Trustees under EIN 73-6094616 and plan number 501. The latest loaded filing year is 2023. The filing reports 299 participants and $10,153,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Fund Board Of Trustees
- EIN
- 73-6094616
- Plan number
- 501
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $10,153,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20250411083006NAL0025979313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,153,274
- Total liabilities (EOY)
- $100,092
- Net assets (EOY)
- $10,053,182
- Net assets (BOY)
- $9,016,533
Income & contributions
- Employer contributions
- $5,294,487
- Participant contributions
- $41,503
- Total contributions
- $5,335,990
- Total income / additions
- $5,845,645
Expenses & distributions
- Benefits paid
- $4,530,002
- Administrative expenses
- $278,994
- Total expenses
- $4,808,996
- Net increase / (decrease)
- $1,036,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $141,623 | not reported in the loaded dataset | 2023 |
| Ima Inc | CONSULTANT | $62,100 | not reported in the loaded dataset | 2023 |
| Cox, Holsted, & Dimick | CONTRACT ADMINISTRATOR | $26,759 | not reported in the loaded dataset | 2023 |
| Bryan, Little, Haley, & Kent Pc | AUDITOR | $17,250 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | ATTORNEY | $16,367 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INVESTMENT MANAGEMENT | $6,627 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Umr — Schedule C compensation
- Ima Inc — Schedule C compensation
- Cox, Holsted, & Dimick — Schedule C compensation
- Bryan, Little, Haley, & Kent Pc — Schedule C compensation
- Mcafee & Taft — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation