Plan5500

Sheet Metal Workers Local 85 Vacation 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 85 Vacation Fund (EIN 58-6083776) is a plan sponsor located in Goodlettsville, TN 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
58-6083776
Location
Goodlettsville, TN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sheet Metal Workers Local 85 Vacation Fund

  • 1 loaded plans hold $931.7K in reported assets.
  • The largest, Sheet Metal Workers Local 85 Vacation Fund, holds 100% of this company's reported plan assets.
  • Plans cover 1,220 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67.6KSummed across loaded plans$67,573
Total reported assets$931.7K$931,669
Total reported participants1.2K1,220
Total reported liabilities$864.1K$864,096

Reported net position

Reported assets = net assets + liabilities (summed)$931.7K total assets
Net assets$67.6KLiabilities$864.1K
Contributions & income
Employer contributions$914.3K
Participant contributionsNot reported
Total income / additions$921.4K
Expenses & distributions
Benefits paid / distributions$923.1K
Total expenses$925.1K
Net increase / (decrease)-$3.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sheet Metal Workers Local 85 Vacation Fund
Participants per plan1,220Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sheet Metal Workers Local 85 Vacation Fund$931.7K
    Plan #501 · 1,220 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers Local 85 Vacation Fund. Open one for its full reported snapshot.

  1. 2023
    Sheet Metal Workers Local 85 Vacation Fund1,220 participants · 1Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sheet Metal Workers Local 85 Vacation Fund report on Form 5500?
Sheet Metal Workers Local 85 Vacation Fund (EIN 58-6083776) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sheet Metal Workers Local 85 Vacation Fund?
The Employer Identification Number (EIN) reported for Sheet Metal Workers Local 85 Vacation Fund is 58-6083776.
What is the latest Form 5500 filing year for Sheet Metal Workers Local 85 Vacation Fund?
The latest loaded Form 5500 filing year for Sheet Metal Workers Local 85 Vacation Fund is 2023.

Related Form 5500 pages