2023 Form 5500 filing — Sheet Metal Workers Union Local 38 Insurance And Welfare 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 20240919090622NAL0005867393001) for Sheet Metal Workers Union Local 38 Insurance And Welfare Fund, reported by Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd under EIN 13-1739693 and plan number 501. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919090622NAL0005867393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd
- EIN
- 13-1739693
- Plan number
- 501
- Location
- Brewster, NY
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,237,889
- Total liabilities (EOY)
- $1,754,842
- Net assets (EOY)
- $15,483,047
- Employer contributions
- $9,216,656
- Participant contributions
- $4,010,725
- Total income / additions
- $14,764,557
- Benefits paid
- $12,531,335
- Administrative expenses
- $791,118
- Total expenses
- $13,322,453
- Net increase / (decrease)
- $1,442,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | NONE | $357,830 | not reported in the loaded dataset |
| Richard Pagano | NONE | $152,872 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $108,890 | not reported in the loaded dataset |
| Save On Sp LLC | NONE | $100,351 | not reported in the loaded dataset |
| Asher Kelly Pllc | NONE | $77,058 | not reported in the loaded dataset |
| Shea Westlake | NONE | $74,229 | not reported in the loaded dataset |
| Anne Marie Iorillo | NONE | $72,776 | not reported in the loaded dataset |
| Tonya Felton | NONE | $70,534 | not reported in the loaded dataset |
| Frank Perri | NONE | $53,901 | not reported in the loaded dataset |
| Rxbenefits, Inc. | NONE | $28,462 | not reported in the loaded dataset |
| The Hilb Group Of New England | NONE | $15,660 | not reported in the loaded dataset |
| Data Research Group Corp | INFORMATION TECHNOLOGY | $15,540 | not reported in the loaded dataset |
| Sele-Dent Inc | NONE | $15,234 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $13,720 | $0 |
| People'S United Bank, N.A. | NONE | $11,509 | not reported in the loaded dataset |
| Lower Hudson Valley Eap | NONE | $10,000 | not reported in the loaded dataset |
| The Segal Comp (Eastern States),Inc | NONE | $8,500 | not reported in the loaded dataset |