Sheet Metal Workers' Health Plan Of Southern California, Arizona And Nevada — Form 5500 plan (Board Of Trustees, Sheet Metal Workers' Health 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' Health Plan Of Southern California, Arizona And Nevada is a benefit plan reported by Board Of Trustees, Sheet Metal Workers' Health Plan under EIN 95-6052259 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,281 participants and $184,597,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Health Plan
- EIN
- 95-6052259
- Plan number
- 501
- Plan type
- 1
- Location
- Manhattan Beach, CA
- Latest filing year
- 2023
- Participants
- 6,281
- End-of-year plan assets
- $184,597,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,281 | H, C | 20241007192508NAL0007882963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,597,484
- Total liabilities (EOY)
- $40,178,783
- Net assets (EOY)
- $144,418,701
- Net assets (BOY)
- $123,107,248
Income & contributions
- Employer contributions
- $87,030,706
- Participant contributions
- $6,085,517
- Total contributions
- $93,116,223
- Total income / additions
- $105,805,651
Expenses & distributions
- Benefits paid
- $79,161,890
- Administrative expenses
- $5,332,308
- Total expenses
- $84,494,198
- Net increase / (decrease)
- $21,311,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Benefit Plans Admin | NONE | $3,537,328 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health | NONE | $1,712,873 | $0 | 2023 |
| The Segal Company (Ws), Inc. | NONE | $369,119 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $256,046 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $248,100 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Assoc. L.P. | NONE | $233,704 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $102,008 | $0 | 2023 |
| Beat It Program Inc. | NONE | $93,895 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $78,400 | not reported in the loaded dataset | 2023 |
| American Mailing Service, Inc | NONE | $43,392 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $21,143 | not reported in the loaded dataset | 2023 |
| Wells Fargo N.A. | NONE | $19,633 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Companies, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers' Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Manhattan Beach, CA
- Sheet Metal Benefit Plans Admin — Schedule C compensation
- Anthem Blue Cross Life & Health — Schedule C compensation
- The Segal Company (Ws), Inc. — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Garcia Hamilton & Assoc. L.P. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Beat It Program Inc. — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- American Mailing Service, Inc — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Wells Fargo N.A. — Schedule C compensation
- Marsh & Mclennan Companies, Inc. — Schedule C compensation