2023 Form 5500 filing — Sheet Metal Workers Local 49 Family Health 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 20241213170610NAL0016019553001) for Sheet Metal Workers Local 49 Family Health Plan, reported by Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan under EIN 85-6011542 and plan number 501. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213170610NAL0016019553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan
- EIN
- 85-6011542
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,201,220
- Total liabilities (EOY)
- $3,634,623
- Net assets (EOY)
- $9,566,597
- Employer contributions
- $6,555,303
- Participant contributions
- $193,439
- Total income / additions
- $7,955,450
- Benefits paid
- $6,391,152
- Administrative expenses
- $937,942
- Total expenses
- $7,329,094
- Net increase / (decrease)
- $626,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE OTHER THAN CONTRACT | $326,876 | $0 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $316,251 | not reported in the loaded dataset |
| Rael & Letson | NONE OTHER THAN CONTRACT | $62,275 | not reported in the loaded dataset |
| United Concordia | NONE OTHER THAN CONTRACT | $43,708 | not reported in the loaded dataset |
| Natixis Global Asset Management | NONE OTHER THAN CONTRACT | $40,687 | not reported in the loaded dataset |
| Worker'S Assistance Program | NONE OTHER THAN CONTRACT | $20,310 | not reported in the loaded dataset |
| Ulrich Consulting Group | NONE OTHER THAN CONTRACT | $19,035 | not reported in the loaded dataset |
| American Health Group | NONE | $17,994 | not reported in the loaded dataset |
| First Impressions | NONE | $15,103 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $14,452 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $11,487 | not reported in the loaded dataset |
| Marsh & Mclennan | NONE | $10,002 | not reported in the loaded dataset |
| Bank Of Albuquerque | NONE OTHER THAN CONTRACT | $8,125 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelley Plc | NONE OTHER THAN CONTRACT | $5,688 | not reported in the loaded dataset |
| Letterstream | NONE | $5,146 | not reported in the loaded dataset |