2023 Form 5500 filing — Sheet Metal Workers' Health Plan Of Southern California, Arizona And Nevada
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 20241007192508NAL0007882963001) for Sheet Metal Workers' Health Plan Of Southern California, Arizona And Nevada, reported by Board Of Trustees, Sheet Metal Workers' Health Plan under EIN 95-6052259 and plan number 501. It reports 6,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007192508NAL0007882963001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Health Plan
- EIN
- 95-6052259
- Plan number
- 501
- Location
- Manhattan Beach, CA
- Participants
- 6,281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,597,484
- Total liabilities (EOY)
- $40,178,783
- Net assets (EOY)
- $144,418,701
- Employer contributions
- $87,030,706
- Participant contributions
- $6,085,517
- Total income / additions
- $105,805,651
- Benefits paid
- $79,161,890
- Administrative expenses
- $5,332,308
- Total expenses
- $84,494,198
- Net increase / (decrease)
- $21,311,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Benefit Plans Admin | NONE | $3,537,328 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health | NONE | $1,712,873 | $0 |
| The Segal Company (Ws), Inc. | NONE | $369,119 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $256,046 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $248,100 | not reported in the loaded dataset |
| Garcia Hamilton & Assoc. L.P. | NONE | $233,704 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $102,008 | $0 |
| Beat It Program Inc. | NONE | $93,895 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $78,400 | not reported in the loaded dataset |
| American Mailing Service, Inc | NONE | $43,392 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $21,143 | not reported in the loaded dataset |
| Wells Fargo N.A. | NONE | $19,633 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | NONE | $0 | $0 |