Sheet Metal Workers Union Local 38 Insurance And Welfare Fund — Form 5500 plan (Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd)
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 Union Local 38 Insurance And Welfare Fund is a benefit plan reported by Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd under EIN 13-1739693 and plan number 501. The latest loaded filing year is 2023. The filing reports 737 participants and $17,237,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd
- EIN
- 13-1739693
- Plan number
- 501
- Plan type
- 1
- Location
- Brewster, NY
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $17,237,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20240919090622NAL0005867393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,237,889
- Total liabilities (EOY)
- $1,754,842
- Net assets (EOY)
- $15,483,047
- Net assets (BOY)
- $14,040,943
Income & contributions
- Employer contributions
- $9,216,656
- Participant contributions
- $4,010,725
- Total contributions
- $13,227,381
- Total income / additions
- $14,764,557
Expenses & distributions
- Benefits paid
- $12,531,335
- Administrative expenses
- $791,118
- Total expenses
- $13,322,453
- Net increase / (decrease)
- $1,442,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $357,830 | not reported in the loaded dataset | 2023 |
| Richard Pagano | NONE | $152,872 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $108,890 | not reported in the loaded dataset | 2023 |
| Save On Sp LLC | NONE | $100,351 | not reported in the loaded dataset | 2023 |
| Asher Kelly Pllc | NONE | $77,058 | not reported in the loaded dataset | 2023 |
| Shea Westlake | NONE | $74,229 | not reported in the loaded dataset | 2023 |
| Anne Marie Iorillo | NONE | $72,776 | not reported in the loaded dataset | 2023 |
| Tonya Felton | NONE | $70,534 | not reported in the loaded dataset | 2023 |
| Frank Perri | NONE | $53,901 | not reported in the loaded dataset | 2023 |
| Rxbenefits, Inc. | NONE | $28,462 | not reported in the loaded dataset | 2023 |
| The Hilb Group Of New England | NONE | $15,660 | not reported in the loaded dataset | 2023 |
| Data Research Group Corp | INFORMATION TECHNOLOGY | $15,540 | not reported in the loaded dataset | 2023 |
| Sele-Dent Inc | NONE | $15,234 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $13,720 | $0 | 2023 |
| People'S United Bank, N.A. | NONE | $11,509 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley Eap | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| The Segal Comp (Eastern States),Inc | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Sheet Metal Workers Union Loc 38 Insurance & Welfare Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brewster, NY
- Meritain Health — Schedule C compensation
- Richard Pagano — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Save On Sp LLC — Schedule C compensation
- Asher Kelly Pllc — Schedule C compensation
- Shea Westlake — Schedule C compensation
- Anne Marie Iorillo — Schedule C compensation
- Tonya Felton — Schedule C compensation
- Frank Perri — Schedule C compensation
- Rxbenefits, Inc. — Schedule C compensation
- The Hilb Group Of New England — Schedule C compensation
- Data Research Group Corp — Schedule C compensation
- Sele-Dent Inc — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- People'S United Bank, N.A. — Schedule C compensation
- Lower Hudson Valley Eap — Schedule C compensation
- The Segal Comp (Eastern States),Inc — Schedule C compensation