Sheet Metal Workers Local 104 Health Care Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan)
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 104 Health Care Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan under EIN 94-2541328 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,137 participants and $218,539,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan
- EIN
- 94-2541328
- Plan number
- 501
- Plan type
- 1
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 6,137
- End-of-year plan assets
- $218,539,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,137 | H, C | 20250411190224NAL0036768640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,539,934
- Total liabilities (EOY)
- $14,852,265
- Net assets (EOY)
- $203,687,669
- Net assets (BOY)
- $199,503,373
Income & contributions
- Employer contributions
- $91,020,129
- Participant contributions
- $13,579,003
- Total contributions
- $104,599,132
- Total income / additions
- $130,424,685
Expenses & distributions
- Benefits paid
- $120,891,258
- Administrative expenses
- $5,349,131
- Total expenses
- $126,240,389
- Net increase / (decrease)
- $4,184,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $2,741,122 | not reported in the loaded dataset | 2023 |
| California Physician'S Service | NONE | $936,716 | $0 | 2023 |
| Delta Dental Of California | NONE | $438,606 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $181,169 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services, Inc | NONE | $178,800 | not reported in the loaded dataset | 2023 |
| Optum Rx Inc. | NONE | $145,719 | $17,365 | 2023 |
| Healthlinx LLC | NONE | $99,300 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $93,381 | not reported in the loaded dataset | 2023 |
| Beat It! Program, Inc. | NONE | $91,721 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $65,699 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $59,588 | not reported in the loaded dataset | 2023 |
| Iron Mountain Inc. | NONE | $48,724 | not reported in the loaded dataset | 2023 |
| Mammini Company, Inc | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | NONE | $26,447 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $21,138 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $16,337 | not reported in the loaded dataset | 2023 |
| Lincoln Investments LLC | NONE | $10,486 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $8,417 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local 104 Health Care Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Livermore, CA
- Benesys Administrators — Schedule C compensation
- California Physician'S Service — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Northwest Plan Services, Inc — Schedule C compensation
- Optum Rx Inc. — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Beat It! Program, Inc. — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Iron Mountain Inc. — Schedule C compensation
- Mammini Company, Inc — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Lincoln Investments LLC — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation