Sheet Metal Workers Local 270 Welfare Fund — Form 5500 plan (Trustees-Sheet Metal Workers Local 270 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 270 Welfare Fund is a benefit plan reported by Trustees-Sheet Metal Workers Local 270 Welfare Fund under EIN 73-6098088 and plan number 501. The latest loaded filing year is 2023. The filing reports 557 participants and $5,228,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Sheet Metal Workers Local 270 Welfare Fund
- EIN
- 73-6098088
- Plan number
- 501
- Plan type
- 1
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $5,228,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20241107141303NAL0021530322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,228,717
- Total liabilities (EOY)
- $2,478,018
- Net assets (EOY)
- $2,750,699
- Net assets (BOY)
- $1,829,640
Income & contributions
- Employer contributions
- $3,755,803
- Participant contributions
- $82,324
- Total contributions
- $3,838,127
- Total income / additions
- $4,096,547
Expenses & distributions
- Benefits paid
- $2,729,352
- Administrative expenses
- $446,136
- Total expenses
- $3,175,488
- Net increase / (decrease)
- $921,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Oklahoma | NONE | $177,616 | $0 | 2023 |
| Ima, Inc. | NONE | $53,750 | not reported in the loaded dataset | 2023 |
| Jerry Endsley, Cpa | NONE | $45,500 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers' Local 270 | RELATED PARTY | $43,820 | not reported in the loaded dataset | 2023 |
| Royle Vazquez Llp | NONE | $15,956 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $11,073 | not reported in the loaded dataset | 2023 |
| 98point6 | NONE | $8,460 | not reported in the loaded dataset | 2023 |
| Rxbenefits, Inc. | NONE | $7,364 | not reported in the loaded dataset | 2023 |
| Integra Wellness | NONE | $5,360 | not reported in the loaded dataset | 2023 |
| Med-Labs, LLC Dba Picmed Wellness | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Sheet Metal Workers Local 270 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Blue Cross Blue Shield Of Oklahoma — Schedule C compensation
- Ima, Inc. — Schedule C compensation
- Jerry Endsley, Cpa — Schedule C compensation
- Sheet Metal Workers' Local 270 — Schedule C compensation
- Royle Vazquez Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- 98point6 — Schedule C compensation
- Rxbenefits, Inc. — Schedule C compensation
- Integra Wellness — Schedule C compensation
- Med-Labs, LLC Dba Picmed Wellness — Schedule C compensation