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Original filing (PDF)20260311163008NAL0005810640001
SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND
Health & welfare plan
Signals · 4
Late filing · 8.8 mo~2050 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
168
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.6M
Plan health score (directional)
76
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Filed 8.8 months past the 10.5-month grace window.
- 2050 bps in Schedule C fees — 3842% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (10 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND
EIN
59-6158477
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL NO 15 MEDICAL FUND
EIN
59-2775022
City
GOODLETTSVILLE, TN
Phone
(615) 859-0131
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2026-03-11
Welfare benefit codes
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
GRAMLING & HAYA, CPA'S, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATOR, INC | 59-6154877 | GOODLETTSVILLE, TN | ACTURIAL FEES | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFITS ADMINISTRATOR INC | 59-6154877 | GOODLETTSVILLE, TN | PLAN ADMINISTRATOR | $118K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAMLING & HAYA, CPA'S, PA | 59-1891796 | TAMPA, FL | PLAN AUDITOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LAW FIRM, PA | 59-1824867 | TAMPA, FL | PLAN ATTORNEY | $9K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HCC LIFE INSURANCE | — | KENNESAW, GA | STOP LOSS PREMIUM | $122K | — |
| UMR | — | WAUSAU, WI | PPO SERVICES | $81K | — |
| SOUTHERN BENEFIT ADMINISTRATORS,INC | 59-6154877 | GOODLETSVILLE, TN | PRINTING AND MAILING | $14K | — |
| VIVEKA HEALTH | — | NEW YORK, NY | ESTIMATOR TOOL KIT | $4K | — |
| UNITED HEALTHCARE | — | HOPKINS, MN | DISPUTE RESOLUTION | $599 | — |
| UNITED MEMBERS INSURANCE | — | TAMPA, FL | — | $0 | — |
Investments
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.