2023 Form 5500 filing — Sheet Metal Workers Local 214 Supplemental Welfare
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 20241009153625NAL0038323746001) for Sheet Metal Workers Local 214 Supplemental Welfare, reported by Jt Bd Of Trustees Sheet Metal Workers Local 214 Supplemental Welfare under EIN 46-1757206 and plan number 501. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153625NAL0038323746001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Sheet Metal Workers Local 214 Supplemental Welfare
- EIN
- 46-1757206
- Plan number
- 501
- Location
- Baton Rouge, LA
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $600,436
- Total liabilities (EOY)
- $139
- Net assets (EOY)
- $600,297
- Employer contributions
- $12,983
- Total income / additions
- $94,245
- Benefits paid
- $135,433
- Administrative expenses
- $30,500
- Total expenses
- $165,933
- Net increase / (decrease)
- -$71,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ted Soileau Cpa LLC | ACCOUNTING | $14,695 | not reported in the loaded dataset |
| Br Sheet Metal Workers Pension Fund | COMMON TRUSTEES | $6,000 | not reported in the loaded dataset |
| Jeremy Palmer | ACCOUNTING | $4,335 | not reported in the loaded dataset |
| Rbc Capital Markets, LLC | INVESTMENT CUSTODIAN | $2,962 | $0 |