2023 Form 5500 filing — Sheet Metal Workers Local No.83 Annuity 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 20240905163938NAL0046998018002) for Sheet Metal Workers Local No.83 Annuity Fund, reported by Sheet Metal Workers Local No 83 Annuity under EIN 14-1758410 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905163938NAL0046998018002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No 83 Annuity
- EIN
- 14-1758410
- Plan number
- 001
- Location
- Clifton Park, NY
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,445,832
- Total liabilities (EOY)
- $3,664
- Net assets (EOY)
- $38,442,168
- Employer contributions
- $2,229,218
- Total income / additions
- $8,347,459
- Benefits paid
- $3,557,654
- Administrative expenses
- $84,542
- Total expenses
- $3,642,196
- Net increase / (decrease)
- $4,705,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | NONE | $70,955 | $15,074 |
| Next Financial Group, Inc. | NONE | $0 | $49,150 |
| Creative Pension Consultants, Inc. | NONE | $18,325 | not reported in the loaded dataset |
| Teal, Becker, And Chiaramonte, Cpas | NONE | $15,000 | not reported in the loaded dataset |
| James M. Sheppard, Cpa | NONE | $9,240 | not reported in the loaded dataset |
| Pozefsky, Bramley & Murphy, P.C. | NONE | $7,600 | not reported in the loaded dataset |