Colorado Sheet Metal Workers' Local 9 Family Health Plan — Form 5500 plan (Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla)
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, Colorado Sheet Metal Workers' Local 9 Family Health Plan is a benefit plan reported by Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla under EIN 84-6029106 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,023 participants and $13,098,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla
- EIN
- 84-6029106
- Plan number
- 501
- Plan type
- 1
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 1,023
- End-of-year plan assets
- $13,098,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,023 | H, C | 20241010101631NAL0011366947005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,098,636
- Total liabilities (EOY)
- $2,487,883
- Net assets (EOY)
- $10,610,753
- Net assets (BOY)
- $7,829,784
Income & contributions
- Employer contributions
- $17,792,814
- Participant contributions
- $493,093
- Total contributions
- $18,298,401
- Total income / additions
- $20,149,697
Expenses & distributions
- Benefits paid
- $16,760,873
- Administrative expenses
- $607,855
- Total expenses
- $17,368,728
- Net increase / (decrease)
- $2,780,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $2,029,350 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $434,100 | $10,310 | 2023 |
| Slevin & Hart, P.C. | NONE | $174,909 | not reported in the loaded dataset | 2023 |
| Rehn & Associates | NONE | $158,139 | not reported in the loaded dataset | 2023 |
| Rael & Letson, Inc. | NONE | $96,344 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local No. 9 | RELATED UNION | $75,718 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Colorado | NONE | $46,560 | not reported in the loaded dataset | 2023 |
| Mines And Associates | NONE | $36,929 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $34,433 | not reported in the loaded dataset | 2023 |
| Transcarent | NONE | $17,072 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Sav-Rx Prescription Services — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Rehn & Associates — Schedule C compensation
- Rael & Letson, Inc. — Schedule C compensation
- Sheet Metal Workers Local No. 9 — Schedule C compensation
- Delta Dental Of Colorado — Schedule C compensation
- Mines And Associates — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Transcarent — Schedule C compensation
- Meketa Investment Group — Schedule C compensation