2023 Form 5500 filing — Southwestern Indiana Building Trades Sheet Metal Workers Substance Abuse And Training Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725140951NAL0031537074001) for Southwestern Indiana Building Trades Sheet Metal Workers Substance Abuse And Training Trust Fund, reported by Sheet Metal Workers International Association Local No 20 under EIN 35-2152220 and plan number 501. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240725140951NAL0031537074001
- Plan sponsor
- Sheet Metal Workers International Association Local No 20
- EIN
- 35-2152220
- Plan number
- 501
- Location
- Evansville, IN
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $123,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,889
- Employer contributions
- $40,358
- Total income / additions
- $40,358
- Benefits paid
- $23,899
- Administrative expenses
- $6,555
- Total expenses
- $30,454
- Net increase / (decrease)
- $9,904
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20240725140951NAL0031537074001 cover?
- It is the 2023 Form 5500 filing for Southwestern Indiana Building Trades Sheet Metal Workers Substance Abuse And Training Trust Fund, reported by Sheet Metal Workers International Association Local No 20 (EIN 35-2152220).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).