2023 Form 5500 filing — Sheet Metal Workers Local Union No 268 Welfare Pla
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 20250325172043NAL0022247456001) for Sheet Metal Workers Local Union No 268 Welfare Pla, reported by Sheet Metal Workers Local Union No 268 under EIN 37-0557803 and plan number 501. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325172043NAL0022247456001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union No 268
- EIN
- 37-0557803
- Plan number
- 501
- Location
- Caseyville, IL
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,208,313
- Net assets (EOY)
- $16,208,313
- Employer contributions
- $7,854,454
- Participant contributions
- $1,132,420
- Total income / additions
- $10,160,928
- Benefits paid
- $7,244,784
- Administrative expenses
- $350,322
- Total expenses
- $7,595,106
- Net increase / (decrease)
- $2,565,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor First | not reported in the loaded dataset | $656,622 | not reported in the loaded dataset |
| Meritain Health Inc | not reported in the loaded dataset | $205,182 | not reported in the loaded dataset |
| Kimberly Heflin | not reported in the loaded dataset | $77,233 | not reported in the loaded dataset |
| Sheet Metal Workers Local 268 | AFFILIATE | $11,771 | not reported in the loaded dataset |
| Ekon Advisors | not reported in the loaded dataset | $10,874 | not reported in the loaded dataset |
| Richard J Berslin Cpa | not reported in the loaded dataset | $10,242 | not reported in the loaded dataset |