Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust — 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, Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust (EIN 48-0413828) is a plan sponsor located in Wichita, KS 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
48-0413828
Location
Wichita, KS
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$876,731
Total reported liabilities (EOY)
$2,769
Total reported net assets (EOY)
$873,962

Contributions & income

Employer contributions
$112,902
Total income / additions
$201,613

Expenses & distributions

Benefits paid / distributions
$44,959
Total expenses
$64,456
Net increase / (decrease)
$137,157

Coverage

Total reported participants
194
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

Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Worker'S Union Local 29 Disability Trust Fund501194$876,7312023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Worker'S Union Local 29 Disability Trust Fund194H, C20250128174506NAL0008625523001

Related Form 5500 pages