2023 Form 5500 filing — Sheet Metal Workers Local 104 Health Care 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 20250411190224NAL0036768640001) for Sheet Metal Workers Local 104 Health Care Plan, reported by Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan under EIN 94-2541328 and plan number 501. It reports 6,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411190224NAL0036768640001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan
- EIN
- 94-2541328
- Plan number
- 501
- Location
- Livermore, CA
- Participants
- 6,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $218,539,934
- Total liabilities (EOY)
- $14,852,265
- Net assets (EOY)
- $203,687,669
- Employer contributions
- $91,020,129
- Participant contributions
- $13,579,003
- Total income / additions
- $130,424,685
- Benefits paid
- $120,891,258
- Administrative expenses
- $5,349,131
- Total expenses
- $126,240,389
- Net increase / (decrease)
- $4,184,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $2,741,122 | not reported in the loaded dataset |
| California Physician'S Service | NONE | $936,716 | $0 |
| Delta Dental Of California | NONE | $438,606 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $181,169 | not reported in the loaded dataset |
| Northwest Plan Services, Inc | NONE | $178,800 | not reported in the loaded dataset |
| Optum Rx Inc. | NONE | $145,719 | $17,365 |
| Healthlinx LLC | NONE | $99,300 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $93,381 | not reported in the loaded dataset |
| Beat It! Program, Inc. | NONE | $91,721 | not reported in the loaded dataset |
| Wex Health, Inc. | NONE | $65,699 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $59,588 | not reported in the loaded dataset |
| Iron Mountain Inc. | NONE | $48,724 | not reported in the loaded dataset |
| Mammini Company, Inc | NONE | $37,500 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $26,447 | not reported in the loaded dataset |
| Zelis Claims Integrity, LLC | NONE | $21,138 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $16,337 | not reported in the loaded dataset |
| Lincoln Investments LLC | NONE | $10,486 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $8,417 |