2023 Form 5500 filing — Sheet Metal Workers Welfare Fund Local 85
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 20250413131507NAL0000188291001) for Sheet Metal Workers Welfare Fund Local 85, reported by Sheet Metal Workers Welfare Fund Local 85 under EIN 58-6056203 and plan number 501. It reports 1,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413131507NAL0000188291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Welfare Fund Local 85
- EIN
- 58-6056203
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,248,228
- Total liabilities (EOY)
- $2,376,502
- Net assets (EOY)
- $5,871,726
- Employer contributions
- $14,828,672
- Participant contributions
- $381,555
- Total income / additions
- $16,037,467
- Benefits paid
- $14,380,473
- Administrative expenses
- $890,330
- Total expenses
- $15,270,803
- Net increase / (decrease)
- $766,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $413,829 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $301,600 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $32,732 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $17,675 | not reported in the loaded dataset |
| Empathia, Inc. | NONE | $13,220 | not reported in the loaded dataset |
| Regions Bank | NONE | $12,717 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $10,907 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $9,123 | not reported in the loaded dataset |
| Money Market & Mutual Fund | NONE | $0 | $0 |