2023 Form 5500 filing — Sheet Metal Workers Local No. 110 Health 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 20241015160024NAL0016822467006) for Sheet Metal Workers Local No. 110 Health Fund, reported by Board Of Trustees-Sheet Metal Local 110 Health Fund under EIN 55-0711972 and plan number 501. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160024NAL0016822467006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Sheet Metal Local 110 Health Fund
- EIN
- 55-0711972
- Plan number
- 501
- Location
- Goodletsville, TN
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,917,946
- Total liabilities (EOY)
- $422,742
- Net assets (EOY)
- $17,495,204
- Employer contributions
- $13,538,452
- Participant contributions
- $1,461,898
- Total income / additions
- $16,528,163
- Benefits paid
- $15,142,558
- Administrative expenses
- $425,405
- Total expenses
- $15,567,963
- Net increase / (decrease)
- $960,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | CONTRACT ADMINISTRATOR | $165,000 | not reported in the loaded dataset |
| Bms LLC | HRA ADMINISTRATOR | $70,475 | not reported in the loaded dataset |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $24,375 | not reported in the loaded dataset |
| Standard Valuation, Inc. | INVESTMENT CONSULTANT | $24,125 | not reported in the loaded dataset |
| Wayne & Associates | INSURANCE/CONSULTING | $24,056 | not reported in the loaded dataset |
| Manning And Napier | INVESTMENT MANAGER | $21,045 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $19,084 | not reported in the loaded dataset |
| Cs Mckee Lp | INVESTMENT MANAGER | $15,829 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITORS | $9,184 | not reported in the loaded dataset |
| United Actuarial Services Inc. | ACTUARY | $7,300 | not reported in the loaded dataset |
| Fifth Third Bank | CUSTODIAN | $5,954 | not reported in the loaded dataset |