2023 Form 5500 filing — Central Iowa Sheet Metal Workers Health Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909100008NAL0004381393001) for Central Iowa Sheet Metal Workers Health Fund, reported by Central Iowa Sheet Metal Workers Health Fund - Joint Board Of under EIN 42-1378576 and plan number 501. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909100008NAL0004381393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Central Iowa Sheet Metal Workers Health Fund - Joint Board Of
- EIN
- 42-1378576
- Plan number
- 501
- Location
- Des Moines, IA
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,088,525
- Total liabilities (EOY)
- $765,112
- Net assets (EOY)
- $13,323,413
- Employer contributions
- $8,096,636
- Participant contributions
- $251,482
- Total income / additions
- $9,604,854
- Benefits paid
- $6,748,182
- Administrative expenses
- $520,919
- Total expenses
- $7,269,101
- Net increase / (decrease)
- $2,335,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company (Midwest), Inc. | not reported in the loaded dataset | $65,165 | not reported in the loaded dataset |
| Sheet Metal Workers Int'L Union 45 | not reported in the loaded dataset | $58,745 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $24,223 | not reported in the loaded dataset |
| Fiducient Advisors | not reported in the loaded dataset | $15,450 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $14,058 | not reported in the loaded dataset |