2023 Form 5500 filing — Sheet Metal Workers' Union Local 33 Cleveland District - Health Benefits 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 20250214094326NAL0040503392001) for Sheet Metal Workers' Union Local 33 Cleveland District - Health Benefits Fund, reported by Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd under EIN 34-6746427 and plan number 501. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214094326NAL0040503392001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd
- EIN
- 34-6746427
- Plan number
- 501
- Location
- Parma, OH
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,522,478
- Total liabilities (EOY)
- $1,666,964
- Net assets (EOY)
- $25,855,514
- Employer contributions
- $9,030,751
- Participant contributions
- $1,324,510
- Total income / additions
- $11,186,165
- Benefits paid
- $9,602,538
- Administrative expenses
- $828,643
- Total expenses
- $10,431,181
- Net increase / (decrease)
- $754,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $344,431 | not reported in the loaded dataset |
| Community Insurance Company | NONE | $302,399 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $75,833 | not reported in the loaded dataset |
| Allotta, Farley Co., Lpa | NONE | $36,727 | not reported in the loaded dataset |
| Wellington Trust | NONE | $25,038 | not reported in the loaded dataset |
| Impact Solutions | NONE | $22,500 | not reported in the loaded dataset |
| Smw Local 33 Fringe Benefit Fund | NONE | $15,540 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $15,126 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co | NONE | $13,500 | not reported in the loaded dataset |
| Mercer Human Resources Consulting | NONE | $13,470 | not reported in the loaded dataset |