2023 Form 5500 filing — Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan
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 20241007114138NAL0031627410001) for Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan, reported by Sheet Metal Workers Local 33 under EIN 31-1524549 and plan number 001. It reports 4,382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007114138NAL0031627410001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 33
- EIN
- 31-1524549
- Plan number
- 001
- Location
- Parma, OH
- Participants
- 4,382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,012,454
- Total liabilities (EOY)
- $31,887
- Net assets (EOY)
- $153,980,567
- Employer contributions
- $14,494,464
- Total income / additions
- $31,799,503
- Benefits paid
- $7,113,252
- Administrative expenses
- $389,390
- Total expenses
- $7,502,642
- Net increase / (decrease)
- $24,296,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Workers Local 33 Psap | PLAN SPONSOR | $256,513 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $141,419 | $0 |
| Morgan Stanley Global Banking | NONE | $89,075 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $51,111 | not reported in the loaded dataset |
| Smw Local 33 | CONTRACT ADMINISTRATOR | $34,477 | not reported in the loaded dataset |
| Allotta Farley Co., L.P.A. | NONE | $27,894 | not reported in the loaded dataset |
| Massachusetts Mutual Life Ins. Co. | NONE | $18,641 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $10,800 | not reported in the loaded dataset |