Sheet Metal Workers Local No 58 Retirement Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sheet Metal Workers Local No 58 Retirement Fund (EIN 16-1188938) is a plan sponsor located in East Syracuse, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1188938
Location
East Syracuse, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,531,682
Total reported liabilities (EOY)
$20,660
Total reported net assets (EOY)
$13,511,022

Contributions & income

Employer contributions
$741,101
Total income / additions
$2,736,196

Expenses & distributions

Benefits paid / distributions
$867,399
Total expenses
$998,213
Net increase / (decrease)
$1,737,983

Coverage

Total reported participants
230
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sheet Metal Workers Local No 58 Retirement Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers Local No 58 Retirement Plan001230$13,531,6822023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers Local No 58 Retirement Fund
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers Local No 58 Retirement Plan230H, C20241004152918NAL0006805827003

Related Form 5500 pages