Sheet Metal Workers Local Union No. 32 Health & Welfare Fund — Form 5500 plan (Sheet Metal Workers Local Union No. 32 Health & Welfare 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 Union No. 32 Health & Welfare Fund is a benefit plan reported by Sheet Metal Workers Local Union No. 32 Health & Welfare Fund under EIN 65-6088549 and plan number 501. The latest loaded filing year is 2023. The filing reports 250 participants and $3,694,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No. 32 Health & Welfare Fund
- EIN
- 65-6088549
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $3,694,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250415165449NAL0003605425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,694,859
- Total liabilities (EOY)
- $983,264
- Net assets (EOY)
- $2,711,595
- Net assets (BOY)
- $1,805,941
Income & contributions
- Employer contributions
- $4,877,286
- Participant contributions
- $49,054
- Total contributions
- $4,926,340
- Total income / additions
- $4,998,943
Expenses & distributions
- Benefits paid
- $3,931,730
- Administrative expenses
- $161,559
- Total expenses
- $4,093,289
- Net increase / (decrease)
- $905,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neba | NONE | $58,240 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind | NONE | $38,088 | not reported in the loaded dataset | 2023 |
| Brown & Brown | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Ksdt & Co., LLC | NONE | $9,525 | not reported in the loaded dataset | 2023 |
| Sage Advisory Service | NONE | $5,186 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union No. 32 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Neba — Schedule C compensation
- Sugarman & Susskind — Schedule C compensation
- Brown & Brown — Schedule C compensation
- Ksdt & Co., LLC — Schedule C compensation
- Sage Advisory Service — Schedule C compensation