Sheet Metal Workers Local Union No 268 — 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 Union No 268 (EIN 37-0557803) is a plan sponsor located in Caseyville, IL 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
37-0557803
Location
Caseyville, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,132,223
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$76,132,223

Contributions & income

Employer contributions
$10,318,492
Participant contributions
$1,132,420
Total income / additions
$21,263,820

Expenses & distributions

Benefits paid / distributions
$10,099,059
Total expenses
$10,765,328
Net increase / (decrease)
$10,498,492

Coverage

Total reported participants
1,511
Plans with financial statements
2
Plans with provider compensation
2

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 Union No 268 plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement001830$59,923,9102023
Sheet Metal Workers Local Union No 268 Welfare Pla501681$16,208,3132023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers Local Union No 268
YearPlanParticipantsSchedulesFiling
2023Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement830H, C20250311141959NAL0010757939001
2023Sheet Metal Workers Local Union No 268 Welfare Pla681H, C20250325172043NAL0022247456001

Related Form 5500 pages