Sheet Metal Workers Local 73 Welfare Fund — Form 5500 plan (Trustees Of Sheet Metal Workers 73 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 73 Welfare Fund is a benefit plan reported by Trustees Of Sheet Metal Workers 73 Welfare Fund under EIN 36-2145881 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,031 participants and $101,944,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers 73 Welfare Fund
- EIN
- 36-2145881
- Plan number
- 501
- Plan type
- 1
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 4,031
- End-of-year plan assets
- $101,944,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,031 | H, C | 20250414103352NAL0000725171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,944,292
- Total liabilities (EOY)
- $6,109,811
- Net assets (EOY)
- $95,834,481
- Net assets (BOY)
- $92,558,899
Income & contributions
- Employer contributions
- $49,318,876
- Participant contributions
- $4,528,742
- Total contributions
- $53,886,330
- Total income / additions
- $64,273,539
Expenses & distributions
- Benefits paid
- $57,182,819
- Administrative expenses
- $3,815,138
- Total expenses
- $60,997,957
- Net increase / (decrease)
- $3,275,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Il | NONE | $1,153,639 | $0 | 2023 |
| Express Scripts, Inc. | NONE | $1,119,899 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $178,467 | not reported in the loaded dataset | 2023 |
| Diana Maslanka | EMPLOYEE | $160,484 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $157,007 | not reported in the loaded dataset | 2023 |
| Patrick Ludvigsen | PLAN ADMINISTRATOR | $153,619 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technology | NONE | $139,780 | not reported in the loaded dataset | 2023 |
| Rose Cassara | EMPLOYEE | $120,583 | not reported in the loaded dataset | 2023 |
| Tammy Nicolini | EMPLOYEE | $111,626 | not reported in the loaded dataset | 2023 |
| Alice Priebe | EMPLOYEE | $102,269 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $100,213 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $95,633 | not reported in the loaded dataset | 2023 |
| Mary Bonner | EMPLOYEE | $92,898 | not reported in the loaded dataset | 2023 |
| James Feinberg | EMPLOYEE | $92,494 | not reported in the loaded dataset | 2023 |
| Janet Newman | EMPLOYEE | $88,254 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Il | NONE | $83,903 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings | NONE | $71,802 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $67,949 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $67,413 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc. | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $50,615 | not reported in the loaded dataset | 2023 |
| Magaly Nava | EMPLOYEE | $43,711 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $42,609 | not reported in the loaded dataset | 2023 |
| Rita Gorman | EMPLOYEE | $42,269 | not reported in the loaded dataset | 2023 |
| Nicole Smith | EMPLOYEE | $41,642 | not reported in the loaded dataset | 2023 |
| Ntiva, Inc. | NONE | $33,604 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems, Inc | NONE | $32,384 | not reported in the loaded dataset | 2023 |
| Trilogy | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care | NONE | $20,371 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Inv. Advisors | NONE | $17,564 | $0 | 2023 |
| Bmo Harris | NONE | $16,983 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $14,228 | not reported in the loaded dataset | 2023 |
| Datamation Imaging Services | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $13,396 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $10,951 | not reported in the loaded dataset | 2023 |
| Richard J Wolf And Co | NONE | $9,654 | not reported in the loaded dataset | 2023 |
| Business Telephone Systems Inc. | NONE | $8,054 | not reported in the loaded dataset | 2023 |
| Group Administrators, Ltd | NONE | $7,683 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers 73 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Bluecross Blueshield Of Il — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Diana Maslanka — Schedule C compensation
- The Segal Company — Schedule C compensation
- Patrick Ludvigsen — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Rose Cassara — Schedule C compensation
- Tammy Nicolini — Schedule C compensation
- Alice Priebe — Schedule C compensation
- Valenz Care — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Mary Bonner — Schedule C compensation
- James Feinberg — Schedule C compensation
- Janet Newman — Schedule C compensation
- Delta Dental Of Il — Schedule C compensation
- Zelis Payment Holdings — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Magaly Nava — Schedule C compensation
- National Investment Services — Schedule C compensation
- Rita Gorman — Schedule C compensation
- Nicole Smith — Schedule C compensation
- Ntiva, Inc. — Schedule C compensation
- Employee Resource Systems, Inc — Schedule C compensation
- Trilogy — Schedule C compensation
- Eyemed Vision Care — Schedule C compensation
- Neuberger Berman Inv. Advisors — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Richard J Wolf And Co — Schedule C compensation
- Business Telephone Systems Inc. — Schedule C compensation
- Group Administrators, Ltd — Schedule C compensation