Sheet Metal Workers Local No 15 Medical Fund — Form 5500 plan (Sheet Metal Workers Local No 15 Medical Fund)
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 No 15 Medical Fund is a benefit plan reported by Sheet Metal Workers Local No 15 Medical Fund under EIN 59-6158477 and plan number 501. The latest loaded filing year is 2023. The filing reports 165 participants and $1,840,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No 15 Medical Fund
- EIN
- 59-6158477
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $1,840,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20260311163008NAL0005810640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,840,498
- Total liabilities (EOY)
- $256,108
- Net assets (EOY)
- $1,584,390
- Net assets (BOY)
- $1,372,613
Income & contributions
- Employer contributions
- $2,583,534
- Participant contributions
- $57,091
- Total contributions
- $2,666,401
- Total income / additions
- $2,707,497
Expenses & distributions
- Benefits paid
- $2,233,935
- Administrative expenses
- $261,785
- Total expenses
- $2,495,720
- Net increase / (decrease)
- $211,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hcc Life Insurance | STOP LOSS PREMIUM | $122,495 | not reported in the loaded dataset | 2023 |
| Southern Benefits Administrator Inc | PLAN ADMINISTRATOR | $118,200 | not reported in the loaded dataset | 2023 |
| Umr | PPO SERVICES | $80,933 | not reported in the loaded dataset | 2023 |
| Gramling & Haya, Cpa'S, Pa | PLAN AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators,Inc | PRINTING AND MAILING | $14,412 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrator, Inc | ACTURIAL FEES | $9,510 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, Pa | PLAN ATTORNEY | $9,129 | not reported in the loaded dataset | 2023 |
| Viveka Health | ESTIMATOR TOOL KIT | $4,486 | not reported in the loaded dataset | 2023 |
| United Healthcare | DISPUTE RESOLUTION | $599 | not reported in the loaded dataset | 2023 |
| United Members Insurance | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No 15 Medical Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Hcc Life Insurance — Schedule C compensation
- Southern Benefits Administrator Inc — Schedule C compensation
- Umr — Schedule C compensation
- Gramling & Haya, Cpa'S, Pa — Schedule C compensation
- Southern Benefit Administrators,Inc — Schedule C compensation
- Southern Benefit Administrator, Inc — Schedule C compensation
- Venable Law Firm, Pa — Schedule C compensation
- Viveka Health — Schedule C compensation
- United Healthcare — Schedule C compensation
- United Members Insurance — Schedule C compensation