Form 5500 · Employee benefit plan · HILLSIDE, IL

TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND

Name: TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND — Form 5500 benefit plan
Creator: Form5500Lookup
License: https://www.usa.gov/government-works

The filing calls this plan SHEET METAL WORKERS LOCAL 73 WELFARE FUND.

Public Form 5500 records show how TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND of HILLSIDE, IL, a construction employer, structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through HCC LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record

ALLIANT INSURANCE SERVICES INC

Insurance carrier

HCC LIFE INSURANCE COMPANY

Policy year ends

Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2145881 · plan 501 · plan year 2024, filed Apr 14, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

2,668 other employer plans in Illinois have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year

4,031

Active at start of year

2,171

Active at end of year

1,956

Disclosed commissions

$39,083

Typical renewal

January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A

Dentaldeclared, not on Schedule A

Visiondeclared, not on Schedule A

Lifenot declared on this filing

Disabilitydeclared, not on Schedule A

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, stop-loss, through HCC LIFE INSURANCE COMPANY.

The filing declares health, dental, vision and disability. Health, dental, vision and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The premium and commission here are for the stop-loss contract, not for medical premium.

Reported premium across the insured contracts is $205,729, with $39,083 in disclosed broker commissions — about 19% of premium.

The most recent policy period ended in December, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
HCC LIFE INSURANCE COMPANY	Stop-loss	186	Jan 1, 2024	$205,729	$39,083

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

TRUSTEES OF SHEET METAL WORKERS 73 WELFARE FUND

EIN 36-2145881

EXPRESS SCRIPTS, INC.

Claims processing · Contract administrator · EIN 43-1420563

$1,119,899

paid directly by the plan

THE SEGAL COMPANY

Named on Schedule C · EIN 13-1975125

$157,007

paid directly by the plan

BRIDGEWAY BENEFIT TECHNOLOGY

Named on Schedule C · EIN 52-1796473

$139,780

paid directly by the plan

DELTA DENTAL OF IL

Claims processing · Contract administrator · EIN 36-2612058

$83,903

paid directly by the plan

ZELIS PAYMENT HOLDINGS

Named on Schedule C · EIN 84-3069529

$71,802

paid directly by the plan

LEGACY PROFESSIONALS LLP

Accounting and audit · Recordkeeping and information management · EIN 32-0043599

$67,413

paid directly by the plan

MARQUETTE ASSOCIATES INC.

Named on Schedule C · EIN 36-3485298

$55,000

paid directly by the plan

LOOMIS SAYLES TRUST COMPANY

Named on Schedule C · EIN 20-8080381

$50,615

paid directly by the plan

NATIONAL INVESTMENT SERVICES

Named on Schedule C · EIN 84-3937993

$42,609

paid directly by the plan

NTIVA, INC.

Named on Schedule C · EIN 20-2106015

$33,604

paid directly by the plan

EMPLOYEE RESOURCE SYSTEMS, INC

Named on Schedule C · EIN 36-3867645

$32,384

paid directly by the plan

TRILOGY

Named on Schedule C · EIN 36-4016705

$25,000

paid directly by the plan

EYEMED VISION CARE

Claims processing · EIN 31-1656473

$20,371

paid directly by the plan

DATAMATION IMAGING SERVICES

Named on Schedule C · EIN 36-4303011

$13,500

paid directly by the plan

INTERCONTINENTAL REAL ESTATE CORP

Named on Schedule C · EIN 04-2895544

$13,396

paid directly by the plan

LSV ASSET MANAGEMENT

Named on Schedule C · EIN 23-2772200

$10,951

paid directly by the plan

BUSINESS TELEPHONE SYSTEMS INC.

Named on Schedule C · EIN 36-3314394

$8,054

paid directly by the plan

GROUP ADMINISTRATORS, LTD

Claims processing · EIN 36-3381052

$7,683

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end

$101,944,292

Paid out in benefits

$57,182,819

Paid to insurance carriersSchedule H, line 2e(2)

$93,889

Independent accountantEIN 32-0043599

LEGACY PROFESSIONALS LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$49,156

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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