2023 Form 5500 filing — Sheet Metal Workers' Local Union No. 100 Washington, Dc Area Health Benefit 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 20250115121928NAL0012681795001) for Sheet Metal Workers' Local Union No. 100 Washington, Dc Area Health Benefit Plan, reported by Brd Of Ttees-Smw Local Union 100 Health under EIN 52-6038494 and plan number 501. It reports 2,418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115121928NAL0012681795001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Ttees-Smw Local Union 100 Health
- EIN
- 52-6038494
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 2,418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,432,143
- Total liabilities (EOY)
- $5,731,489
- Net assets (EOY)
- $56,700,654
- Employer contributions
- $29,130,736
- Participant contributions
- $3,368,337
- Total income / additions
- $36,642,401
- Benefits paid
- $30,655,615
- Administrative expenses
- $2,633,807
- Total expenses
- $33,289,422
- Net increase / (decrease)
- $3,352,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co. | NONE | $1,388,791 | $0 |
| William C. Earhart Co. Inc | NONE | $951,406 | $34,517 |
| First American Administrators, Inc. | NONE | $196,952 | not reported in the loaded dataset |
| Delta Dental Of D.C. | NONE | $117,934 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $48,203 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $27,776 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $23,000 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $21,059 | not reported in the loaded dataset |
| Zenith American Solutions, | NONE | $13,595 | not reported in the loaded dataset |
| Meketa Fiduciary Management | NONE | $8,333 | not reported in the loaded dataset |
| Comerica | NONE | $5,258 | $0 |