2023 Form 5500 filing — Lyle Hughart 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 20250411083006NAL0025979313001) for Lyle Hughart Welfare Fund, reported by Sheet Metal Workers Fund Board Of Trustees under EIN 73-6094616 and plan number 501. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411083006NAL0025979313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Fund Board Of Trustees
- EIN
- 73-6094616
- Plan number
- 501
- Location
- Oklahoma City, OK
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,153,274
- Total liabilities (EOY)
- $100,092
- Net assets (EOY)
- $10,053,182
- Employer contributions
- $5,294,487
- Participant contributions
- $41,503
- Total income / additions
- $5,845,645
- Benefits paid
- $4,530,002
- Administrative expenses
- $278,994
- Total expenses
- $4,808,996
- Net increase / (decrease)
- $1,036,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $141,623 | not reported in the loaded dataset |
| Ima Inc | CONSULTANT | $62,100 | not reported in the loaded dataset |
| Cox, Holsted, & Dimick | CONTRACT ADMINISTRATOR | $26,759 | not reported in the loaded dataset |
| Bryan, Little, Haley, & Kent Pc | AUDITOR | $17,250 | not reported in the loaded dataset |
| Mcafee & Taft | ATTORNEY | $16,367 | not reported in the loaded dataset |
| Rbc Wealth Management | INVESTMENT MANAGEMENT | $6,627 | not reported in the loaded dataset |