Central Iowa Sheet Metal Workers Health Fund — Form 5500 plan (Central Iowa Sheet Metal Workers Health Fund - Joint Board Of)
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, Central Iowa Sheet Metal Workers Health Fund is a benefit plan reported by Central Iowa Sheet Metal Workers Health Fund - Joint Board Of under EIN 42-1378576 and plan number 501. The latest loaded filing year is 2023. The filing reports 486 participants and $14,088,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Iowa Sheet Metal Workers Health Fund - Joint Board Of
- EIN
- 42-1378576
- Plan number
- 501
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $14,088,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20240909100008NAL0004381393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,088,525
- Total liabilities (EOY)
- $765,112
- Net assets (EOY)
- $13,323,413
- Net assets (BOY)
- $10,987,660
Income & contributions
- Employer contributions
- $8,096,636
- Participant contributions
- $251,482
- Total contributions
- $8,348,118
- Total income / additions
- $9,604,854
Expenses & distributions
- Benefits paid
- $6,748,182
- Administrative expenses
- $520,919
- Total expenses
- $7,269,101
- Net increase / (decrease)
- $2,335,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company (Midwest), Inc. | not reported in the loaded dataset | $65,165 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Int'L Union 45 | not reported in the loaded dataset | $58,745 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $24,223 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | not reported in the loaded dataset | $15,450 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $14,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Iowa Sheet Metal Workers Health Fund - Joint Board Of
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Sheet Metal Workers Int'L Union 45 — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation