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Original filing (PDF)20250430123006NAL0001164515001
SHEET METAL WORKERS LOCAL 85 VACATION FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 85 VACATION FUND
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
1,416
Accounts w/ balance
—
Plan assets (EOY)
$932K
Net assets (EOY)
$68K
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL 85 VACATION FUND.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL 85 VACATION FUND
EIN
58-6083776
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-30
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
DAVIELS, IRWIN & AYLOR CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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