2023 Form 5500 filing — Sheet Metal Workers Local 219 Retirement Savings 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 20241008144539NAL0016880081001) for Sheet Metal Workers Local 219 Retirement Savings Fund, reported by Board Of Trustees - Sheet Metal Workers Local 219 R.S.P. under EIN 36-4343290 and plan number 001. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144539NAL0016880081001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.
- EIN
- 36-4343290
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,623,720
- Total liabilities (EOY)
- $22,775
- Net assets (EOY)
- $183,600,945
- Employer contributions
- $9,291,061
- Total income / additions
- $32,863,116
- Benefits paid
- $6,675,071
- Administrative expenses
- $218,437
- Total expenses
- $6,893,508
- Net increase / (decrease)
- $25,969,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $72,000 | not reported in the loaded dataset |
| Smart Local Union 219 | AFFILIATED UNION | $59,052 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $27,539 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $23,794 | not reported in the loaded dataset |
| American Realty Advisors LLC | NONE | $18,931 | not reported in the loaded dataset |
| Tricon Housing Partners Us Ii B Lp | NONE | $6,934 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $63 | $0 |