Trustees Of Sheet Metal Workers' Health Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trustees Of Sheet Metal Workers' Health Plan (EIN 20-3804404) is a plan sponsor located in Goodlettsville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3804404
Location
Goodlettsville, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,230,819
Total reported liabilities (EOY)
$572,571
Total reported net assets (EOY)
$20,658,248

Contributions & income

Employer contributions
$4,315,624
Total income / additions
$6,248,673

Expenses & distributions

Benefits paid / distributions
$3,524,981
Total expenses
$3,758,700
Net increase / (decrease)
$2,489,973

Coverage

Total reported participants
361
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trustees Of Sheet Metal Workers' Health Plan plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers' Health Plan501361$21,230,8192023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of Sheet Metal Workers' Health Plan
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers' Health Plan361H, C20241010193718NAL0011858307002

Related Form 5500 pages