Sheet Metal Workers' Local No. 40 Health Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers' Local No. 40 Health 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 No. 40 Health Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund under EIN 06-1013879 and plan number 501. The latest loaded filing year is 2023. The filing reports 467 participants and $4,404,573 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.9MPlan net assets, end of year$3,927,712
Participants467Covered participants reported
Assets / participant$9.4KComputed: assets ÷ participants$9,432 (computed)
Provider compensation$831.3K10 Schedule C provider row(s)$831,345
- Plan sponsor
- Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund
- EIN
- 06-1013879
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.4M total assets
Net assets$3.9MLiabilities$476.9K
Full reported line items
Net assets
- Total assets (EOY)
- $4,404,573
- Total liabilities (EOY)
- $476,861
- Net assets (EOY)
- $3,927,712
- Net assets (BOY)
- $3,003,801
Income & contributions
- Employer contributions
- $7,198,205
- Participant contributions
- $660,416
- Total contributions
- $7,858,621
- Total income / additions
- $8,345,764
Expenses & distributions
- Benefits paid
- $6,550,858
- Administrative expenses
- $870,995
- Total expenses
- $7,421,853
- Net increase / (decrease)
- $923,911
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
92%
Employer 92%Participant 8%
Total expenses ÷ net assets189%Computed ratio
Benefits paid ÷ total income78%Computed ratio
Provider comp. ÷ net assets21%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Frequently asked questions
- Who sponsors the Sheet Metal Workers' Local No. 40 Health Fund?
- Sheet Metal Workers' Local No. 40 Health Fund is reported as sponsored by Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund (EIN 06-1013879, plan number 501) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Sheet Metal Workers' Local No. 40 Health Fund?
- The latest Form 5500 filing year loaded for Sheet Metal Workers' Local No. 40 Health Fund is 2023.
- How many participants does Sheet Metal Workers' Local No. 40 Health Fund report?
- Sheet Metal Workers' Local No. 40 Health Fund reports 467 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for Sheet Metal Workers' Local No. 40 Health Fund?
- Sheet Metal Workers' Local No. 40 Health Fund reports $4,404,573 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
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