2023 Form 5500 filing — Sheet Metal Workers Union Local 38 Profit Sharing 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 20240920090108NAL0012673520001) for Sheet Metal Workers Union Local 38 Profit Sharing Fund, reported by Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd under EIN 13-3319782 and plan number 001. It reports 1,418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920090108NAL0012673520001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd
- EIN
- 13-3319782
- Plan number
- 001
- Location
- Brewster, NY
- Participants
- 1,418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,221,027
- Total liabilities (EOY)
- $69,191
- Net assets (EOY)
- $201,151,836
- Employer contributions
- $7,194,746
- Participant contributions
- $187,043
- Total income / additions
- $30,267,913
- Benefits paid
- $14,525,070
- Administrative expenses
- $572,952
- Total expenses
- $15,604,294
- Net increase / (decrease)
- $14,663,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | NONE | $61,757 | $0 |
| Morgan Stanley Smith Barney, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $35,000 | not reported in the loaded dataset |
| Asher Kelly Pllc | NONE | $26,498 | not reported in the loaded dataset |