2023 Form 5500 filing — Colorado Sheet Metal Workers' Local 9 Medicare Ret
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 20241009130608NAL0010624835005) for Colorado Sheet Metal Workers' Local 9 Medicare Ret, reported by Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree under EIN 84-6029106 and plan number 502. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130608NAL0010624835005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree
- EIN
- 84-6029106
- Plan number
- 502
- Location
- Denver, CO
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $773,810
- Total liabilities (EOY)
- $12,618
- Net assets (EOY)
- $761,192
- Total income / additions
- $814,510
- Benefits paid
- $840,820
- Administrative expenses
- $52,758
- Total expenses
- $893,578
- Net increase / (decrease)
- -$79,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehn & Associates | NONE | $21,869 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $13,534 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $10,035 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $9,956 | not reported in the loaded dataset |
| Rael & Letson, Inc. | NONE | $5,784 | not reported in the loaded dataset |