Sheet Metal Workers Local 105 Health Reimbursement Plan — Form 5500 plan (Board Of Trustees, Sheet Metal Workers Local 105)
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 105 Health Reimbursement Plan is a benefit plan reported by Board Of Trustees, Sheet Metal Workers Local 105 under EIN 33-0490874 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,941 participants and $12,445,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers Local 105
- EIN
- 33-0490874
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 6,941
- End-of-year plan assets
- $12,445,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,941 | H, C | 20250320142507NAL0011416640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,445,677
- Total liabilities (EOY)
- $1,330,060
- Net assets (EOY)
- $11,115,617
- Net assets (BOY)
- $9,984,934
Income & contributions
- Employer contributions
- $6,034,659
- Total contributions
- $6,034,659
- Total income / additions
- $6,648,277
Expenses & distributions
- Benefits paid
- $4,968,460
- Administrative expenses
- $549,134
- Total expenses
- $5,517,594
- Net increase / (decrease)
- $1,130,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $387,349 | not reported in the loaded dataset | 2023 |
| Mammini Company Inc. | NONE | $35,124 | not reported in the loaded dataset | 2023 |
| Sheet Metal Benefit Plan Admin. | NONE | $16,896 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $14,900 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $10,537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers Local 105
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Northwest Plan Services — Schedule C compensation
- Mammini Company Inc. — Schedule C compensation
- Sheet Metal Benefit Plan Admin. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation