Plan5500

Sheet Metal Workers Local Union 88 Retiree Health — Form 5500 plan (Board Of Trustees)

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 88 Retiree Health is a benefit plan reported by Board Of Trustees under EIN 52-2445383 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,124 participants and $5,929,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees
EIN
52-2445383
Plan number
501
Plan type
1
Location
Las Vegas, NV
Latest filing year
2023
Participants
1,124
End-of-year plan assets
$5,929,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,124H, C20241015162349NAL0030329121003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,929,827
Total liabilities (EOY)
$620,599
Net assets (EOY)
$5,309,228
Net assets (BOY)
$3,823,290

Income & contributions

Employer contributions
$2,315,981
Total contributions
$2,315,981
Total income / additions
$2,694,194

Expenses & distributions

Benefits paid
$1,021,144
Administrative expenses
$187,112
Total expenses
$1,208,256
Net increase / (decrease)
$1,485,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Zenith American SolutionsNONE$73,457not reported in the loaded dataset2023
Rubinbrown LlpNONE$47,270not reported in the loaded dataset2023
Novara Tesija Cantenacci, PllcNONE$36,568not reported in the loaded dataset2023
Verus Advisory, IncNONE$8,200not reported in the loaded dataset2023

Related Form 5500 pages