Sheet Metal Workers Local No. 12 Welfare Fund — Form 5500 plan (Bd Of Trustees Sheet Metal Workers Local No. 12 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 No. 12 Welfare Fund is a benefit plan reported by Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund under EIN 25-0994888 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,392 participants and $41,348,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund
- EIN
- 25-0994888
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,392
- End-of-year plan assets
- $41,348,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,392 | H, C | 20241009130559NAL0032702864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,348,605
- Total liabilities (EOY)
- $3,614,187
- Net assets (EOY)
- $37,734,418
- Net assets (BOY)
- $35,573,679
Income & contributions
- Employer contributions
- $16,620,195
- Participant contributions
- $2,316,462
- Total contributions
- $19,289,301
- Total income / additions
- $22,619,517
Expenses & distributions
- Benefits paid
- $20,012,858
- Administrative expenses
- $445,920
- Total expenses
- $20,458,778
- Net increase / (decrease)
- $2,160,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $774,081 | $0 | 2023 |
| Central Data Services | NONE | $240,395 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $51,893 | $54,300 | 2023 |
| United Concordia Companies, Inc. | NONE | $64,296 | not reported in the loaded dataset | 2023 |
| Rxbenefits, Inc. | NONE | $48,631 | not reported in the loaded dataset | 2023 |
| Gridiron Partners, LLC | NONE | $28,311 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $27,200 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $16,496 | $0 | 2023 |
| Jubelirer, Pass & Intrieri | NONE | $12,175 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $2,923 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Highmark — Schedule C compensation
- Central Data Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- United Concordia Companies, Inc. — Schedule C compensation
- Rxbenefits, Inc. — Schedule C compensation
- Gridiron Partners, LLC — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Jubelirer, Pass & Intrieri — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation