Sheet Metal Workers National Health Fund's EIN is 52-1466749.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers National Health Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers National Health Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | — | ADMINISTRATOR | $2.6M | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Income I2 Mutual Fund N/A | Mutual Funds | — | $16.1M | $16.1M | 23.3% | |
| Metropolitan West Tot Ret Bd I Mutual Fund N/A | Other securities | — | $17.8M | $15.9M | 23.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.6M | 15.3% | |
| Blackrock Low Dur Bd Inv Inst Mutual Fund N/A | Other securities | — | $7.7M | $7.4M | 10.6% | |
| iShares Russell 1000 Value ETF Exchange-Traded Fund N/A | Common Collective Trusts | — | $2.5M | $4.1M | 6.0% | |
| iShares Russell 1000 GRW ETF Exchange-Traded Fund N/A | Common Collective Trusts | — | $2.5M | $4.1M | 5.9% | |
| Vanguard Intl Equity Index Fd Exchange-Traded Fund N/A | Common Collective Trusts | — | $2.8M | $3.2M | 4.7% | |
| Money Market Funds Invesco Premier US Government Money Inst Money Market Fund N/A Var. | Mutual Funds | — | $3.1M | $3.1M | 4.5% | |
| Blackrock Hi Yield BD PTF Inst Mutual Fund N/A | Mutual Funds | — | $2.0M | $1.9M | 2.7% | |
| iShares S&P Midcap 400 Index Exchange-Traded Fund N/A | Other securities | — | $711K | $1.4M | 2.0% | |
| Exchange-Traded Funds iShares Core S&P Small Cap E Exchange-Traded Fund N/A | Other securities | — | $749K | $1.3M | 1.9% | |
| Morgan Stanley Private Bank N/A Money Market Fund N/A Var. | Cash / Money Market | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRANCH, JENNINGS & GARVEY PLLC |
| 62-0513048 |
| — |
| NONE |
| $82K |
| — |
| FIRST HORIZON BANK | 62-6174729 | — | NONE | $59K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $20K | — |
