2023 Form 5500 filing — Sheet Metal Workers Local 270 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 20241107141303NAL0021530322001) for Sheet Metal Workers Local 270 Welfare Fund, reported by Trustees-Sheet Metal Workers Local 270 Welfare Fund under EIN 73-6098088 and plan number 501. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107141303NAL0021530322001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Sheet Metal Workers Local 270 Welfare Fund
- EIN
- 73-6098088
- Plan number
- 501
- Location
- Tulsa, OK
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,228,717
- Total liabilities (EOY)
- $2,478,018
- Net assets (EOY)
- $2,750,699
- Employer contributions
- $3,755,803
- Participant contributions
- $82,324
- Total income / additions
- $4,096,547
- Benefits paid
- $2,729,352
- Administrative expenses
- $446,136
- Total expenses
- $3,175,488
- Net increase / (decrease)
- $921,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Oklahoma | NONE | $177,616 | $0 |
| Ima, Inc. | NONE | $53,750 | not reported in the loaded dataset |
| Jerry Endsley, Cpa | NONE | $45,500 | not reported in the loaded dataset |
| Sheet Metal Workers' Local 270 | RELATED PARTY | $43,820 | not reported in the loaded dataset |
| Royle Vazquez Llp | NONE | $15,956 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $11,073 | not reported in the loaded dataset |
| 98point6 | NONE | $8,460 | not reported in the loaded dataset |
| Rxbenefits, Inc. | NONE | $7,364 | not reported in the loaded dataset |
| Integra Wellness | NONE | $5,360 | not reported in the loaded dataset |
| Med-Labs, LLC Dba Picmed Wellness | NONE | $5,250 | not reported in the loaded dataset |