Sheet Metal Workers Local 49 Family Health Plan — Form 5500 plan (Board Of Trustees Of Sheet Metal Workers 49 Family Health 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, Sheet Metal Workers Local 49 Family Health Plan is a benefit plan reported by Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan under EIN 85-6011542 and plan number 501. The latest loaded filing year is 2023. The filing reports 673 participants and $13,201,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan
- EIN
- 85-6011542
- Plan number
- 501
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $13,201,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241213170610NAL0016019553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,201,220
- Total liabilities (EOY)
- $3,634,623
- Net assets (EOY)
- $9,566,597
- Net assets (BOY)
- $8,940,241
Income & contributions
- Employer contributions
- $6,555,303
- Participant contributions
- $193,439
- Total contributions
- $6,748,742
- Total income / additions
- $7,955,450
Expenses & distributions
- Benefits paid
- $6,391,152
- Administrative expenses
- $937,942
- Total expenses
- $7,329,094
- Net increase / (decrease)
- $626,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE OTHER THAN CONTRACT | $326,876 | $0 | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $316,251 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE OTHER THAN CONTRACT | $62,275 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE OTHER THAN CONTRACT | $43,708 | not reported in the loaded dataset | 2023 |
| Natixis Global Asset Management | NONE OTHER THAN CONTRACT | $40,687 | not reported in the loaded dataset | 2023 |
| Worker'S Assistance Program | NONE OTHER THAN CONTRACT | $20,310 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting Group | NONE OTHER THAN CONTRACT | $19,035 | not reported in the loaded dataset | 2023 |
| American Health Group | NONE | $17,994 | not reported in the loaded dataset | 2023 |
| First Impressions | NONE | $15,103 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $14,452 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $11,487 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan | NONE | $10,002 | not reported in the loaded dataset | 2023 |
| Bank Of Albuquerque | NONE OTHER THAN CONTRACT | $8,125 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelley Plc | NONE OTHER THAN CONTRACT | $5,688 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $5,146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Blue Cross Blue Shield — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Rael & Letson — Schedule C compensation
- United Concordia — Schedule C compensation
- Natixis Global Asset Management — Schedule C compensation
- Worker'S Assistance Program — Schedule C compensation
- Ulrich Consulting Group — Schedule C compensation
- American Health Group — Schedule C compensation
- First Impressions — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Marsh & Mclennan — Schedule C compensation
- Bank Of Albuquerque — Schedule C compensation
- Ryan Rapp Pacheco & Kelley Plc — Schedule C compensation
- Letterstream — Schedule C compensation