2023 Form 5500 filing — Sheet Metal Workers Accidental Death And Dismemberment 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 20240906083112NAL0000847745001) for Sheet Metal Workers Accidental Death And Dismemberment Fund, reported by Int'L Assn Sheet Metal, Air, Rail & Trans Workers under EIN 46-4039786 and plan number 520. It reports 163,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906083112NAL0000847745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Int'L Assn Sheet Metal, Air, Rail & Trans Workers
- EIN
- 46-4039786
- Plan number
- 520
- Location
- Washington, DC
- Participants
- 163,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,343,561
- Total liabilities (EOY)
- $20,069
- Net assets (EOY)
- $10,323,492
- Total income / additions
- $1,143,539
- Benefits paid
- $187,500
- Administrative expenses
- $87,877
- Total expenses
- $275,377
- Net increase / (decrease)
- $868,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smwnpf | AFFILIATE | $32,321 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $14,650 | not reported in the loaded dataset |
| Sasmi | AFFILIATE | $12,792 | not reported in the loaded dataset |
| Mooney,Green,Saindon,Murphy &Welch | NONE | $9,863 | not reported in the loaded dataset |
| Clearstead Advisors | NONE | $8,498 | not reported in the loaded dataset |