2023 Form 5500 filing — Sheet Metal Workers Local Union No. 28 Welfare 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 20241012092037NAL0046437490001) for Sheet Metal Workers Local Union No. 28 Welfare Fund, reported by Board Of Trustees Of Smw Lu No. 28 Welfare Fund under EIN 13-5530847 and plan number 501. It reports 2,990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012092037NAL0046437490001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smw Lu No. 28 Welfare Fund
- EIN
- 13-5530847
- Plan number
- 501
- Location
- Mineola, NY
- Participants
- 2,990
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,509,419
- Total liabilities (EOY)
- $18,053,324
- Net assets (EOY)
- $116,456,095
- Employer contributions
- $60,505,290
- Participant contributions
- $3,440,073
- Total income / additions
- $74,123,184
- Benefits paid
- $81,227,830
- Administrative expenses
- $4,590,848
- Total expenses
- $85,818,678
- Net increase / (decrease)
- -$11,695,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Health Choice | NONE | $1,672,413 | not reported in the loaded dataset |
| Santiago Idlet | EMPLOYEE | $157,839 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills Llp | NONE | $135,518 | not reported in the loaded dataset |
| Carelon Behavioral Health | not reported in the loaded dataset | $132,969 | not reported in the loaded dataset |
| Jennifer Blake | EMPLOYEE | $114,360 | not reported in the loaded dataset |
| Molly Sage | EMPLOYEE | $102,033 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $100,251 | not reported in the loaded dataset |
| Sele-Dent, Inc. | NONE | $99,686 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $98,365 | not reported in the loaded dataset |
| Carlos Andrade | EMPLOYEE | $95,599 | not reported in the loaded dataset |
| Glen Camisa | EMPLOYEE | $92,455 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $79,635 | not reported in the loaded dataset |
| Ana Urrutia | EMPLOYEE | $78,114 | not reported in the loaded dataset |
| Julie Benischeck | EMPLOYEE | $76,658 | not reported in the loaded dataset |
| Teri Brauner | EMPLOYEE | $72,066 | not reported in the loaded dataset |
| Dana Soehngen | EMPLOYEE | $70,813 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $69,000 | not reported in the loaded dataset |
| Flexible Business System, Inc | NONE | $66,496 | not reported in the loaded dataset |
| Robert Katuna | EMPLOYEE | $57,805 | not reported in the loaded dataset |
| Data Research Group | NONE | $55,392 | not reported in the loaded dataset |
| Khalil Englad | EMPLOYEE | $55,233 | not reported in the loaded dataset |
| Joan Aebly | EMPLOYEE | $52,419 | not reported in the loaded dataset |
| Lynette Brown | EMPLOYEE | $52,373 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $46,707 | not reported in the loaded dataset |
| Kahye Jackson | EMPLOYEE | $46,167 | not reported in the loaded dataset |
| Angelica Darby | EMPLOYEE | $41,689 | not reported in the loaded dataset |
| Christina Overton | EMPLOYEE | $37,693 | not reported in the loaded dataset |
| Syntonic System, Inc. | NONE | $32,053 | not reported in the loaded dataset |
| Tobenna Erike | EMPLOYEE | $31,081 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $28,844 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $28,090 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,960 | $0 |
| Pdi | NONE | $8,449 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $7,144 | not reported in the loaded dataset |