Sheet Metal Workers Local 206 Health Benefit Trust — Form 5500 plan (Board Of Trustees, Sheet Metal Workers Local 206)
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 206 Health Benefit Trust is a benefit plan reported by Board Of Trustees, Sheet Metal Workers Local 206 under EIN 45-4844178 and plan number 501. The latest loaded filing year is 2023. The filing reports 987 participants and $19,906,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers Local 206
- EIN
- 45-4844178
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 987
- End-of-year plan assets
- $19,906,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 987 | H, C | 20241004132506NAL0005728771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,906,681
- Total liabilities (EOY)
- $2,306,100
- Net assets (EOY)
- $17,600,581
- Net assets (BOY)
- $13,663,661
Income & contributions
- Employer contributions
- $16,408,541
- Participant contributions
- $922,501
- Total contributions
- $18,664,717
- Total income / additions
- $19,385,937
Expenses & distributions
- Benefits paid
- $14,810,074
- Administrative expenses
- $638,943
- Total expenses
- $15,449,017
- Net increase / (decrease)
- $3,936,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Risk Program Administrators LLC | PLAN ADMINISTRATOR | $451,454 | not reported in the loaded dataset | 2023 |
| Healthinvest Hra | NONE | $84,203 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,750 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning, LLC | N/A | $16,297 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Gilbert And Sackman | NONE | $14,803 | not reported in the loaded dataset | 2023 |
| Sheet Metal Benefit Plan Admin | NONE | $7,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers Local 206
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Risk Program Administrators LLC — Schedule C compensation
- Healthinvest Hra — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Lincoln Investment Planning, LLC — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Gilbert And Sackman — Schedule C compensation
- Sheet Metal Benefit Plan Admin — Schedule C compensation