Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$2.3M
- Other$58K
Sponsor portfolio
SHEET METAL WORKERS LOCAL 28 FUNDS
EIN 13-5530847civic & social organizationLatest filing 2024
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$2.4M premiums
Participants
2,876
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 3,701 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- UNIMERICA INSURANCE COMPANY2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN
401k
Assets$4.6M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND
Mixed - HEALTH CARE SERVICE CORPORATION
Premiums$2.4M
Covered lives3,701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEET METAL WORKERS LOCAL 28 STAFF 401(K) PLAN | 401k | $4.6M | 80 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND | Mixed | HEALTH CARE SERVICE CORPORATION | $2.4M | 3,701 | 2024 |
Retirement plans
Welfare plans