Utah Sheet Metal Welfare Trust Fund — Form 5500 plan (Utah Sheet Metal Welfare Fund)
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, Utah Sheet Metal Welfare Trust Fund is a benefit plan reported by Utah Sheet Metal Welfare Fund under EIN 87-6119330 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,316 participants and $22,874,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Sheet Metal Welfare Fund
- EIN
- 87-6119330
- Plan number
- 501
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 1,316
- End-of-year plan assets
- $22,874,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,316 | H, C | 20250412130807NAL0040832656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,874,386
- Total liabilities (EOY)
- $3,912,337
- Net assets (EOY)
- $18,962,049
- Net assets (BOY)
- $18,702,365
Income & contributions
- Employer contributions
- $14,764,133
- Participant contributions
- $210,212
- Total contributions
- $14,974,345
- Total income / additions
- $16,371,932
Expenses & distributions
- Benefits paid
- $14,799,653
- Administrative expenses
- $1,312,595
- Total expenses
- $16,112,248
- Net increase / (decrease)
- $259,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE OTHER THAN CONTRACT | $639,024 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $299,986 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | NONE OTHER THAN CONTRACT | $63,702 | not reported in the loaded dataset | 2023 |
| Blomquist Hale Consulting | NONE OTHER THAN CONTRACT | $60,172 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $56,663 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $30,760 | not reported in the loaded dataset | 2023 |
| Alta Capital Management | NONE OTHER THAN CONTRACT | $24,268 | not reported in the loaded dataset | 2023 |
| Agincourt Capital | NONE OTHER THAN CONTRACT | $23,546 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $21,909 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE OTHER THAN CONTRACT | $17,408 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $16,711 | not reported in the loaded dataset | 2023 |
| Prescription Care Management | NONE OTHER THAN CONTRACT | $15,043 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $13,406 | not reported in the loaded dataset | 2023 |
| Kennith Grimes P.C. | NONE | $7,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Sheet Metal Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Cigna Health And Life Insurance Co — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Blomquist Hale Consulting — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Alta Capital Management — Schedule C compensation
- Agincourt Capital — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Prescription Care Management — Schedule C compensation
- Letterstream — Schedule C compensation
- Kennith Grimes P.C. — Schedule C compensation