Sheet Metal Workers Local Union No. 17 Insurance Fund — Form 5500 plan (Sheet Metal Workers Local Union No. 17 Insurance Fund)
Plain-English plan 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, Sheet Metal Workers Local Union No. 17 Insurance Fund is a benefit plan reported by Sheet Metal Workers Local Union No. 17 Insurance Fund under EIN 04-2088633 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,324 participants and $117,678,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No. 17 Insurance Fund
- EIN
- 04-2088633
- Plan number
- 501
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 2,324
- End-of-year plan assets
- $117,678,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,324 | H, C | 20250915133728NAL0001406528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,678,714
- Total liabilities (EOY)
- $3,690,773
- Net assets (EOY)
- $113,987,941
- Net assets (BOY)
- $96,994,094
Income & contributions
- Employer contributions
- $49,584,685
- Participant contributions
- $1,419,986
- Total contributions
- $51,485,928
- Total income / additions
- $63,594,222
Expenses & distributions
- Benefits paid
- $44,896,027
- Administrative expenses
- $1,704,348
- Total expenses
- $46,600,375
- Net increase / (decrease)
- $16,993,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,456,156 | not reported in the loaded dataset | 2023 |
| Payd Health | NONE | $187,616 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $178,673 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $157,538 | not reported in the loaded dataset | 2023 |
| Elixir Solutions | NONE | $142,028 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $118,719 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $100,737 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $98,115 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $92,319 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $88,311 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $80,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $64,144 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $59,254 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $58,610 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | NONE | $58,173 | not reported in the loaded dataset | 2023 |
| Manzi & Associates | NONE | $30,113 | not reported in the loaded dataset | 2023 |
| Marco Consulting | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Segal, Roitman | NONE | $25,533 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Bank Purhcase Power | NONE | $22,488 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co. | NONE | $14,587 | not reported in the loaded dataset | 2023 |
| Robert Keogh | CONSULTANT | $13,000 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $11,004 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Vasion | NONE | $6,064 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $0 | $0 | 2023 |
| Baird Advisors | NONE | $0 | $0 | 2023 |
| Eaton Vance | NONE | $0 | $0 | 2023 |
| Bny Mellon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union No. 17 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Blue Cross Blue Shield — Schedule C compensation
- Payd Health — Schedule C compensation
- Employee E — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- Elixir Solutions — Schedule C compensation
- Delta Dental — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Modern Assistance — Schedule C compensation
- Comerica — Schedule C compensation
- Employee C — Schedule C compensation
- Employee D — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Employee B — Schedule C compensation
- Employee F — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Manzi & Associates — Schedule C compensation
- Marco Consulting — Schedule C compensation
- Segal, Roitman — Schedule C compensation
- Pitney Bowes Bank Purhcase Power — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Loomis Sayles & Co. — Schedule C compensation
- Robert Keogh — Schedule C compensation
- Davis Vision — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Vasion — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Baird Advisors — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Bny Mellon — Schedule C compensation