2023 Form 5500 filing — Northern California Sheet Metal Workers Health Care Plan
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 20241014122543NAL0044472032001) for Northern California Sheet Metal Workers Health Care Plan, reported by Northern California Sheet Metal Workers Health Care Plan under EIN 77-6113549 and plan number 501. It reports 1,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122543NAL0044472032001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northern California Sheet Metal Workers Health Care Plan
- EIN
- 77-6113549
- Plan number
- 501
- Location
- San Ramon, CA
- Participants
- 1,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,250,139
- Total liabilities (EOY)
- $2,461,778
- Net assets (EOY)
- $35,788,361
- Employer contributions
- $26,415,298
- Participant contributions
- $4,237,097
- Total income / additions
- $35,148,993
- Benefits paid
- $26,828,703
- Administrative expenses
- $1,749,450
- Total expenses
- $28,578,153
- Net increase / (decrease)
- $6,570,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $988,345 | not reported in the loaded dataset |
| California Physicians' Service | NONE | $212,919 | $0 |
| Delta Dental | NONE | $103,538 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $96,000 | not reported in the loaded dataset |
| Beeson, Tayer And Bodine | NONE | $56,592 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $42,892 | not reported in the loaded dataset |
| Optumrx, Inc | NONE | $31,650 | $4,422 |
| Tarp | NONE | $31,966 | not reported in the loaded dataset |
| Medicare Part D Advisors | NONE | $31,463 | not reported in the loaded dataset |
| Healthlinx, LLC | NONE | $18,900 | not reported in the loaded dataset |
| Smart Source | NONE | $17,619 | not reported in the loaded dataset |
| Mammini Company | NONE | $16,795 | not reported in the loaded dataset |
| Iron Mountain | NONE | $14,372 | not reported in the loaded dataset |
| Lincoln Investment Planning, Inc. | NONE | $12,277 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $0 | $7,043 |