Plan5500

Colorado Sheet Metal Workers' Local 9 Medicare Ret — Form 5500 plan (Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree)

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 Medicare Ret is a benefit plan reported by Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree under EIN 84-6029106 and plan number 502. The latest loaded filing year is 2023. The filing reports 208 participants and $773,810 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 Medicare Retiree
EIN
84-6029106
Plan number
502
Plan type
1
Location
Denver, CO
Latest filing year
2023
Participants
208
End-of-year plan assets
$773,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241009130608NAL0010624835005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$773,810
Total liabilities (EOY)
$12,618
Net assets (EOY)
$761,192
Net assets (BOY)
$840,260

Income & contributions

Total income / additions
$814,510

Expenses & distributions

Benefits paid
$840,820
Administrative expenses
$52,758
Total expenses
$893,578
Net increase / (decrease)
-$79,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rehn & AssociatesNONE$21,869not reported in the loaded dataset2023
Slevin & Hart, PcNONE$13,534not reported in the loaded dataset2023
Legacy Professionals LlpNONE$10,035not reported in the loaded dataset2023
Willis Towers WatsonNONE$9,956not reported in the loaded dataset2023
Rael & Letson, Inc.NONE$5,784not reported in the loaded dataset2023

Related Form 5500 pages