Sheet Metal Workers 16 Health Trust — Form 5500 plan (Sheet Metal Workers 16 Health Tr. 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 16 Health Trust is a benefit plan reported by Sheet Metal Workers 16 Health Tr. Board Of Trustees under EIN 93-0757655 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,202 participants and $41,191,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers 16 Health Tr. Board Of Trustees
- EIN
- 93-0757655
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,202
- End-of-year plan assets
- $41,191,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,202 | H, C | 20241014131512NAL0027364129004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,191,016
- Total liabilities (EOY)
- $8,881,415
- Net assets (EOY)
- $32,309,601
- Net assets (BOY)
- $36,442,833
Income & contributions
- Employer contributions
- $29,250,177
- Participant contributions
- $2,052,904
- Total contributions
- $31,303,081
- Total income / additions
- $34,998,882
Expenses & distributions
- Benefits paid
- $36,322,755
- Administrative expenses
- $2,809,359
- Total expenses
- $39,132,114
- Net increase / (decrease)
- -$4,133,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Company, Inc. | THIRD PARTY ADMINISTRATOR | $1,011,210 | not reported in the loaded dataset | 2023 |
| Cigna | PPO NETWORK/CASE MGMT. | $702,934 | not reported in the loaded dataset | 2023 |
| Empirx Health | CLAIMS PROCESSING | $220,025 | not reported in the loaded dataset | 2023 |
| Paydhealth, LLC | COST AVOIDANCE FEES | $149,399 | not reported in the loaded dataset | 2023 |
| Moda Health | CLAIMS PROCESSING | $116,626 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | CONSULTANT | $107,500 | not reported in the loaded dataset | 2023 |
| Bank Of America | INVESTMENT MGR./CUSTODIAN | $90,013 | $0 | 2023 |
| Buck Global, LLC | PHARMACY CONSULTANT | $57,044 | not reported in the loaded dataset | 2023 |
| Brownstein Rask, LLC | LEGAL COUNSEL | $42,851 | not reported in the loaded dataset | 2023 |
| Legacy Laboratory Services | DRUG TESTING | $37,206 | not reported in the loaded dataset | 2023 |
| Cascade Center Inc Dba Canopy | EAP SERVICES | $36,810 | not reported in the loaded dataset | 2023 |
| Teladoc Health | VIRTUAL HEALTHCARE | $35,373 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | PAYROLL AUDITOR | $28,445 | not reported in the loaded dataset | 2023 |
| Bennett, Hartman, Morris & Kaplan | LEGAL | $23,215 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $19,000 | not reported in the loaded dataset | 2023 |
| Northwest Drug-Safe LLC | DRUG TESTING/PROGRAM MGMT | $13,937 | not reported in the loaded dataset | 2023 |
| Mzq Consulting, LLC | COMPLIANCE ANALYSIS | $10,150 | not reported in the loaded dataset | 2023 |
| Airmedcare Network | AIR AMBULANCE | $6,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers 16 Health Tr. Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Company, Inc. — Schedule C compensation
- Cigna — Schedule C compensation
- Empirx Health — Schedule C compensation
- Paydhealth, LLC — Schedule C compensation
- Moda Health — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Bank Of America — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Brownstein Rask, LLC — Schedule C compensation
- Legacy Laboratory Services — Schedule C compensation
- Cascade Center Inc Dba Canopy — Schedule C compensation
- Teladoc Health — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Bennett, Hartman, Morris & Kaplan — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Northwest Drug-Safe LLC — Schedule C compensation
- Mzq Consulting, LLC — Schedule C compensation
- Airmedcare Network — Schedule C compensation