2023 Form 5500 filing — Sheet Metal Workers Local Union No. 32 Health & 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 20250415165449NAL0003605425001) for Sheet Metal Workers Local Union No. 32 Health & Welfare Fund, reported by Sheet Metal Workers Local Union No. 32 Health & Welfare Fund under EIN 65-6088549 and plan number 501. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415165449NAL0003605425001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union No. 32 Health & Welfare Fund
- EIN
- 65-6088549
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,694,859
- Total liabilities (EOY)
- $983,264
- Net assets (EOY)
- $2,711,595
- Employer contributions
- $4,877,286
- Participant contributions
- $49,054
- Total income / additions
- $4,998,943
- Benefits paid
- $3,931,730
- Administrative expenses
- $161,559
- Total expenses
- $4,093,289
- Net increase / (decrease)
- $905,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neba | NONE | $58,240 | not reported in the loaded dataset |
| Sugarman & Susskind | NONE | $38,088 | not reported in the loaded dataset |
| Brown & Brown | NONE | $24,000 | not reported in the loaded dataset |
| Ksdt & Co., LLC | NONE | $9,525 | not reported in the loaded dataset |
| Sage Advisory Service | NONE | $5,186 | not reported in the loaded dataset |