2023 Form 5500 filing — Sheet Metal Workers' Local 219 Employee Benefit 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 20241008143252NAL0017793057001) for Sheet Metal Workers' Local 219 Employee Benefit Fund, reported by Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund under EIN 36-3192254 and plan number 501. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143252NAL0017793057001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund
- EIN
- 36-3192254
- Plan number
- 501
- Location
- Rockford, IL
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,814,311
- Total liabilities (EOY)
- $710,526
- Net assets (EOY)
- $11,103,785
- Employer contributions
- $8,153,763
- Participant contributions
- $238,639
- Total income / additions
- $9,292,901
- Benefits paid
- $6,169,038
- Administrative expenses
- $173,169
- Total expenses
- $6,342,207
- Net increase / (decrease)
- $2,950,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employers Coalition On Health | NONE | $382,721 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $274,752 | not reported in the loaded dataset |
| Northern Illinois Health Plan | NONE | $237,648 | not reported in the loaded dataset |
| True Scripts | NONE | $173,902 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $31,740 | not reported in the loaded dataset |
| Dmi Group, Inc. | NONE | $31,500 | not reported in the loaded dataset |
| Smart Local 219 | AFFILIATED UNION | $28,500 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $12,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $10,696 | not reported in the loaded dataset |
| Illinois Bank & Trust | NONE | $6,240 | not reported in the loaded dataset |
| O'Sullivan And Associates | NONE | $5,800 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $1,083 | $0 |