Sheet Metal Workers Local Union No 20 Welfare And — Form 5500 plan (Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit 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 Union No 20 Welfare And is a benefit plan reported by Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund under EIN 35-6028684 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,813 participants and $155,740,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund
- EIN
- 35-6028684
- Plan number
- 501
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,813
- End-of-year plan assets
- $155,740,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,813 | H, C | 20241009121535NAL0032603552003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,740,346
- Total liabilities (EOY)
- $10,335,803
- Net assets (EOY)
- $145,404,543
- Net assets (BOY)
- $129,336,788
Income & contributions
- Employer contributions
- $51,655,455
- Participant contributions
- $6,854,320
- Total contributions
- $58,509,775
- Total income / additions
- $77,309,287
Expenses & distributions
- Benefits paid
- $60,117,347
- Administrative expenses
- $1,124,185
- Total expenses
- $61,241,532
- Net increase / (decrease)
- $16,067,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $1,409,677 | $0 | 2023 |
| Nat'L Employee Benefits Admin-Neba | NONE | $400,668 | $163,200 | 2023 |
| Costco Health Solutions | NONE | $299,655 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $215,728 | not reported in the loaded dataset | 2023 |
| Delta Dental Plan Of Indiana | NONE | $115,852 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $92,949 | $0 | 2023 |
| Medexpert International, Inc. | NONE | $91,039 | not reported in the loaded dataset | 2023 |
| Sonya Howard | EMPLOYEE | $89,702 | not reported in the loaded dataset | 2023 |
| Cynthia Pitman | FORMER EMPLOYEE | $80,396 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $70,912 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners, LLC | NONE | $62,687 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $62,599 | not reported in the loaded dataset | 2023 |
| Amanda Keller | EMPLOYEE | $53,843 | not reported in the loaded dataset | 2023 |
| Hazel Compton | FORMER EMPLOYEE | $51,461 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Arielle Martin | EMPLOYEE | $41,450 | not reported in the loaded dataset | 2023 |
| Kmr Systems | NONE | $28,353 | not reported in the loaded dataset | 2023 |
| Ez Mailing, LLC | NONE | $16,657 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $16,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Nat'L Employee Benefits Admin-Neba — Schedule C compensation
- Costco Health Solutions — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Delta Dental Plan Of Indiana — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Sonya Howard — Schedule C compensation
- Cynthia Pitman — Schedule C compensation
- Segal — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Amanda Keller — Schedule C compensation
- Hazel Compton — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Arielle Martin — Schedule C compensation
- Kmr Systems — Schedule C compensation
- Ez Mailing, LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation