Sheet Metal Workers' Health Plan — Form 5500 plan (Trustees Of Sheet Metal Workers' Health Plan)
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' Health Plan is a benefit plan reported by Trustees Of Sheet Metal Workers' Health Plan under EIN 20-3804404 and plan number 501. The latest loaded filing year is 2023. The filing reports 361 participants and $21,230,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers' Health Plan
- EIN
- 20-3804404
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $21,230,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20241010193718NAL0011858307002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,230,819
- Total liabilities (EOY)
- $572,571
- Net assets (EOY)
- $20,658,248
- Net assets (BOY)
- $18,168,275
Income & contributions
- Employer contributions
- $4,315,624
- Total contributions
- $4,315,624
- Total income / additions
- $6,248,673
Expenses & distributions
- Benefits paid
- $3,524,981
- Administrative expenses
- $233,719
- Total expenses
- $3,758,700
- Net increase / (decrease)
- $2,489,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $144,000 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co | NONE | $103,356 | $0 | 2023 |
| Mooney, Green, Saindon Murphy&Welch | NONE | $25,952 | not reported in the loaded dataset | 2023 |
| Delta Dental Of The D.C. Of Columbi | NONE | $23,981 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $19,814 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $18,865 | not reported in the loaded dataset | 2023 |
| Telemedicine Management, Inc | NONE | $11,450 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $10,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers' Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Mooney, Green, Saindon Murphy&Welch — Schedule C compensation
- Delta Dental Of The D.C. Of Columbi — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Telemedicine Management, Inc — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation