2023 Form 5500 filing — Utah Sheet Metal Welfare Trust 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 20250412130807NAL0040832656001) for Utah Sheet Metal Welfare Trust Fund, reported by Utah Sheet Metal Welfare Fund under EIN 87-6119330 and plan number 501. It reports 1,316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412130807NAL0040832656001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Utah Sheet Metal Welfare Fund
- EIN
- 87-6119330
- Plan number
- 501
- Location
- Murray, UT
- Participants
- 1,316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,874,386
- Total liabilities (EOY)
- $3,912,337
- Net assets (EOY)
- $18,962,049
- Employer contributions
- $14,764,133
- Participant contributions
- $210,212
- Total income / additions
- $16,371,932
- Benefits paid
- $14,799,653
- Administrative expenses
- $1,312,595
- Total expenses
- $16,112,248
- Net increase / (decrease)
- $259,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co | NONE OTHER THAN CONTRACT | $639,024 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $299,986 | not reported in the loaded dataset |
| Spencer Fane, Llp | NONE OTHER THAN CONTRACT | $63,702 | not reported in the loaded dataset |
| Blomquist Hale Consulting | NONE OTHER THAN CONTRACT | $60,172 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $56,663 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $30,760 | not reported in the loaded dataset |
| Alta Capital Management | NONE OTHER THAN CONTRACT | $24,268 | not reported in the loaded dataset |
| Agincourt Capital | NONE OTHER THAN CONTRACT | $23,546 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $21,909 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE OTHER THAN CONTRACT | $17,408 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $16,711 | not reported in the loaded dataset |
| Prescription Care Management | NONE OTHER THAN CONTRACT | $15,043 | not reported in the loaded dataset |
| Letterstream | NONE | $13,406 | not reported in the loaded dataset |
| Kennith Grimes P.C. | NONE | $7,605 | not reported in the loaded dataset |