Northern California Sheet Metal Workers Health Care Plan — Form 5500 plan (Northern California Sheet Metal Workers Health Care Plan)
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, Northern California Sheet Metal Workers Health Care Plan is a benefit plan reported by Northern California Sheet Metal Workers Health Care Plan under EIN 77-6113549 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,425 participants and $38,250,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern California Sheet Metal Workers Health Care Plan
- EIN
- 77-6113549
- Plan number
- 501
- Plan type
- 1
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 1,425
- End-of-year plan assets
- $38,250,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,425 | H, C | 20241014122543NAL0044472032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,250,139
- Total liabilities (EOY)
- $2,461,778
- Net assets (EOY)
- $35,788,361
- Net assets (BOY)
- $29,217,521
Income & contributions
- Employer contributions
- $26,415,298
- Participant contributions
- $4,237,097
- Total contributions
- $30,652,395
- Total income / additions
- $35,148,993
Expenses & distributions
- Benefits paid
- $26,828,703
- Administrative expenses
- $1,749,450
- Total expenses
- $28,578,153
- Net increase / (decrease)
- $6,570,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $988,345 | not reported in the loaded dataset | 2023 |
| California Physicians' Service | NONE | $212,919 | $0 | 2023 |
| Delta Dental | NONE | $103,538 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Beeson, Tayer And Bodine | NONE | $56,592 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $42,892 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc | NONE | $31,650 | $4,422 | 2023 |
| Tarp | NONE | $31,966 | not reported in the loaded dataset | 2023 |
| Medicare Part D Advisors | NONE | $31,463 | not reported in the loaded dataset | 2023 |
| Healthlinx, LLC | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| Smart Source | NONE | $17,619 | not reported in the loaded dataset | 2023 |
| Mammini Company | NONE | $16,795 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $14,372 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning, Inc. | NONE | $12,277 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $0 | $7,043 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern California Sheet Metal Workers Health Care Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Benesys, Inc. — Schedule C compensation
- California Physicians' Service — Schedule C compensation
- Delta Dental — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Beeson, Tayer And Bodine — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Optumrx, Inc — Schedule C compensation
- Tarp — Schedule C compensation
- Medicare Part D Advisors — Schedule C compensation
- Healthlinx, LLC — Schedule C compensation
- Smart Source — Schedule C compensation
- Mammini Company — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Lincoln Investment Planning, Inc. — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation