2023 Form 5500 filing — Sheet Metal Workers Local 91 Health And Welfare Fu
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 20241002144139NAL0004103747001) for Sheet Metal Workers Local 91 Health And Welfare Fu, reported by Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl under EIN 36-2525679 and plan number 501. It reports 1,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144139NAL0004103747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl
- EIN
- 36-2525679
- Plan number
- 501
- Location
- Rock Island, IL
- Participants
- 1,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,704,049
- Total liabilities (EOY)
- $1,687,029
- Net assets (EOY)
- $43,017,020
- Employer contributions
- $10,353,962
- Participant contributions
- $861,934
- Total income / additions
- $15,549,245
- Benefits paid
- $14,518,967
- Administrative expenses
- $636,552
- Total expenses
- $15,155,519
- Net increase / (decrease)
- $393,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quad City Bank And Trust | NONE | $117,134 | not reported in the loaded dataset |
| Telligen, Inc | NONE | $63,610 | not reported in the loaded dataset |
| Ahi/Rj Lee & Associates | NONE | $63,500 | not reported in the loaded dataset |
| Employee 1 | EMPLOYEE | $57,541 | not reported in the loaded dataset |
| Employee 2 | EMPLOYEE | $57,541 | not reported in the loaded dataset |
| Romolo & Associates, Cpa'S, LLC | NONE | $25,229 | not reported in the loaded dataset |
| Mccarthy Callas & Feeney Pc | NONE | $9,675 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $8,800 | not reported in the loaded dataset |
| Calibre | NONE | $5,300 | not reported in the loaded dataset |
| Constangy, Brooks, Smith, Prophete | NONE | $5,000 | not reported in the loaded dataset |