Sheet Metal, Air, Rail & Transportation Assoc. Local No. 33 Youngstown District Health And Welfare Fund — Form 5500 plan (Board Of Trustees Sheet Metal, Air Youngstown District)
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, Air, Rail & Transportation Assoc. Local No. 33 Youngstown District Health And Welfare Fund is a benefit plan reported by Board Of Trustees Sheet Metal, Air Youngstown District under EIN 34-6751847 and plan number 501. The latest loaded filing year is 2023. The filing reports 235 participants and $13,402,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal, Air Youngstown District
- EIN
- 34-6751847
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $13,402,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241007142016NAL0007669539002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,402,464
- Total liabilities (EOY)
- $817,384
- Net assets (EOY)
- $12,585,080
- Net assets (BOY)
- $10,610,048
Income & contributions
- Employer contributions
- $3,544,508
- Participant contributions
- $287,966
- Total contributions
- $3,832,474
- Total income / additions
- $4,914,685
Expenses & distributions
- Benefits paid
- $2,693,303
- Administrative expenses
- $246,350
- Total expenses
- $2,939,653
- Net increase / (decrease)
- $1,975,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $70,152 | not reported in the loaded dataset | 2023 |
| Anthem | NONE | $63,742 | not reported in the loaded dataset | 2023 |
| The Segal Group | NONE | $56,167 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $43,539 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $11,718 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $8,772 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local 33 Cca | NONE | $8,200 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $6,081 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal, Air Youngstown District
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Benesys — Schedule C compensation
- Anthem — Schedule C compensation
- The Segal Group — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Sheet Metal Workers Local 33 Cca — Schedule C compensation
- Pnc — Schedule C compensation