Sheet Metal Workers' Local Union No. 100 Washington, Dc Area Health Benefit Plan — Form 5500 plan (Brd Of Ttees-Smw Local Union 100 Health)
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. 100 Washington, Dc Area Health Benefit Plan is a benefit plan reported by Brd Of Ttees-Smw Local Union 100 Health under EIN 52-6038494 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,418 participants and $62,432,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Ttees-Smw Local Union 100 Health
- EIN
- 52-6038494
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,418
- End-of-year plan assets
- $62,432,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,418 | H, C | 20250115121928NAL0012681795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,432,143
- Total liabilities (EOY)
- $5,731,489
- Net assets (EOY)
- $56,700,654
- Net assets (BOY)
- $53,347,675
Income & contributions
- Employer contributions
- $29,130,736
- Participant contributions
- $3,368,337
- Total contributions
- $32,499,073
- Total income / additions
- $36,642,401
Expenses & distributions
- Benefits paid
- $30,655,615
- Administrative expenses
- $2,633,807
- Total expenses
- $33,289,422
- Net increase / (decrease)
- $3,352,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co. | NONE | $1,388,791 | $0 | 2023 |
| William C. Earhart Co. Inc | NONE | $951,406 | $34,517 | 2023 |
| First American Administrators, Inc. | NONE | $196,952 | not reported in the loaded dataset | 2023 |
| Delta Dental Of D.C. | NONE | $117,934 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $48,203 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $27,776 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $21,059 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, | NONE | $13,595 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Management | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $5,258 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Ttees-Smw Local Union 100 Health
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Cigna Health And Life Insurance Co. — Schedule C compensation
- William C. Earhart Co. Inc — Schedule C compensation
- First American Administrators, Inc. — Schedule C compensation
- Delta Dental Of D.C. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Zenith American Solutions, — Schedule C compensation
- Meketa Fiduciary Management — Schedule C compensation
- Comerica — Schedule C compensation