2023 Form 5500 filing — Sheet Metal Workers National 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 20241007214844NAL0033092914001) for Sheet Metal Workers National Health Fund, reported by Sheet Metal Workers National Health Fund under EIN 52-1466749 and plan number 501. It reports 3,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007214844NAL0033092914001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers National Health Fund
- EIN
- 52-1466749
- Plan number
- 501
- Location
- Goodletsville, TN
- Participants
- 3,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,307,376
- Total liabilities (EOY)
- $7,415,109
- Net assets (EOY)
- $49,892,267
- Employer contributions
- $61,405,331
- Participant contributions
- $674,606
- Total income / additions
- $66,577,198
- Benefits paid
- $51,168,232
- Administrative expenses
- $2,979,468
- Total expenses
- $54,147,700
- Net increase / (decrease)
- $12,429,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | ADMINISTRATOR | $3,126,259 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $82,480 | not reported in the loaded dataset |
| First Horizon Bank | NONE | $55,191 | $0 |
| Calibre Cpa Group, Pllc. | NONE | $38,783 | $0 |
| Morgan Stanley | NONE | $23,622 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $9,035 | not reported in the loaded dataset |