Sheet Metal Workers Local Union No 268 Welfare Pla — Form 5500 plan (Sheet Metal Workers Local Union No 268)
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 268 Welfare Pla is a benefit plan reported by Sheet Metal Workers Local Union No 268 under EIN 37-0557803 and plan number 501. The latest loaded filing year is 2023. The filing reports 681 participants and $16,208,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No 268
- EIN
- 37-0557803
- Plan number
- 501
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $16,208,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20250325172043NAL0022247456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,208,313
- Net assets (EOY)
- $16,208,313
- Net assets (BOY)
- $13,642,491
Income & contributions
- Employer contributions
- $7,854,454
- Participant contributions
- $1,132,420
- Total contributions
- $8,986,874
- Total income / additions
- $10,160,928
Expenses & distributions
- Benefits paid
- $7,244,784
- Administrative expenses
- $350,322
- Total expenses
- $7,595,106
- Net increase / (decrease)
- $2,565,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor First | not reported in the loaded dataset | $656,622 | not reported in the loaded dataset | 2023 |
| Meritain Health Inc | not reported in the loaded dataset | $205,182 | not reported in the loaded dataset | 2023 |
| Kimberly Heflin | not reported in the loaded dataset | $77,233 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local 268 | AFFILIATE | $11,771 | not reported in the loaded dataset | 2023 |
| Ekon Advisors | not reported in the loaded dataset | $10,874 | not reported in the loaded dataset | 2023 |
| Richard J Berslin Cpa | not reported in the loaded dataset | $10,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union No 268
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Caseyville, IL
- Labor First — Schedule C compensation
- Meritain Health Inc — Schedule C compensation
- Kimberly Heflin — Schedule C compensation
- Sheet Metal Workers Local 268 — Schedule C compensation
- Ekon Advisors — Schedule C compensation
- Richard J Berslin Cpa — Schedule C compensation