Sheet Metal Workers Local #58 Welfare Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 58 Welfare 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 #58 Welfare Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local 58 Welfare Fund under EIN 15-0564137 and plan number 501. The latest loaded filing year is 2023. The filing reports 178 participants and $5,107,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 58 Welfare Fund
- EIN
- 15-0564137
- Plan number
- 501
- Plan type
- 1
- Location
- East Syracuse, NY
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,107,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241004152918NAL0006805827002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,107,864
- Total liabilities (EOY)
- $101,637
- Net assets (EOY)
- $5,006,227
- Net assets (BOY)
- $4,313,811
Income & contributions
- Employer contributions
- $2,122,019
- Participant contributions
- $27,424
- Total contributions
- $2,149,443
- Total income / additions
- $2,609,677
Expenses & distributions
- Benefits paid
- $1,609,248
- Administrative expenses
- $308,013
- Total expenses
- $1,917,261
- Net increase / (decrease)
- $692,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joanne Swidowski | NONE | $50,137 | not reported in the loaded dataset | 2023 |
| Bailey Poworoznek | NONE | $50,111 | not reported in the loaded dataset | 2023 |
| Candace Grell | NONE | $40,917 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $37,411 | not reported in the loaded dataset | 2023 |
| Brenda Mcmurray | NONE | $35,705 | not reported in the loaded dataset | 2023 |
| Kbm Mgt Inc | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $20,080 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co Llp | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Pro Act, Inc | NONE | $8,808 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $5,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local 58 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in East Syracuse, NY
- Joanne Swidowski — Schedule C compensation
- Bailey Poworoznek — Schedule C compensation
- Candace Grell — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Brenda Mcmurray — Schedule C compensation
- Kbm Mgt Inc — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Darcangelo & Co Llp — Schedule C compensation
- Pro Act, Inc — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation