2023 Form 5500 filing — Sheet Metal Workers Local Union No. 17 Insurance 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 20250915133728NAL0001406528001) for Sheet Metal Workers Local Union No. 17 Insurance Fund, reported by Sheet Metal Workers Local Union No. 17 Insurance Fund under EIN 04-2088633 and plan number 501. It reports 2,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915133728NAL0001406528001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union No. 17 Insurance Fund
- EIN
- 04-2088633
- Plan number
- 501
- Location
- Dorchester, MA
- Participants
- 2,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,678,714
- Total liabilities (EOY)
- $3,690,773
- Net assets (EOY)
- $113,987,941
- Employer contributions
- $49,584,685
- Participant contributions
- $1,419,986
- Total income / additions
- $63,594,222
- Benefits paid
- $44,896,027
- Administrative expenses
- $1,704,348
- Total expenses
- $46,600,375
- Net increase / (decrease)
- $16,993,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,456,156 | not reported in the loaded dataset |
| Payd Health | NONE | $187,616 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $178,673 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $157,538 | not reported in the loaded dataset |
| Elixir Solutions | NONE | $142,028 | not reported in the loaded dataset |
| Delta Dental | NONE | $118,719 | not reported in the loaded dataset |
| Buck Consultants | NONE | $100,737 | not reported in the loaded dataset |
| Modern Assistance | NONE | $98,115 | not reported in the loaded dataset |
| Comerica | NONE | $92,319 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $88,311 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $80,000 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $64,144 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $59,254 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $58,610 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $58,173 | not reported in the loaded dataset |
| Manzi & Associates | NONE | $30,113 | not reported in the loaded dataset |
| Marco Consulting | NONE | $30,000 | not reported in the loaded dataset |
| Segal, Roitman | NONE | $25,533 | not reported in the loaded dataset |
| Pitney Bowes Bank Purhcase Power | NONE | $22,488 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset |
| Loomis Sayles & Co. | NONE | $14,587 | not reported in the loaded dataset |
| Robert Keogh | CONSULTANT | $13,000 | not reported in the loaded dataset |
| Davis Vision | NONE | $11,004 | not reported in the loaded dataset |
| Cbiz Savitz | NONE | $8,500 | not reported in the loaded dataset |
| Vasion | NONE | $6,064 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $0 | $0 |
| Baird Advisors | NONE | $0 | $0 |
| Eaton Vance | NONE | $0 | $0 |
| Bny Mellon | NONE | $0 | $0 |