2023 Form 5500 filing — Sheet Metal Workers Local #44 Retirement Income 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 20241009150214NAL0033140640001) for Sheet Metal Workers Local #44 Retirement Income Plan, reported by Sheet Metal Workers Local #44 Retirement Plan under EIN 23-6537135 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150214NAL0033140640001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local #44 Retirement Plan
- EIN
- 23-6537135
- Plan number
- 001
- Location
- Wilkes Barre, PA
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,216,969
- Total liabilities (EOY)
- $8,291
- Net assets (EOY)
- $32,208,678
- Employer contributions
- $2,765,302
- Total income / additions
- $6,406,297
- Benefits paid
- $2,799,960
- Administrative expenses
- $235,443
- Total expenses
- $3,035,403
- Net increase / (decrease)
- $3,370,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Berkshire Asset Management | NONE | $113,925 | not reported in the loaded dataset |
| Lawrence C Musgrove Associates | NONE | $35,640 | not reported in the loaded dataset |
| Foster & Foster | NONE | $25,660 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $17,554 | not reported in the loaded dataset |
| Alan Ross & Company, Pc | NONE | $9,675 | not reported in the loaded dataset |