2023 Form 5500 filing — International Training Institute For The Sheet Met Ind Staff Ret Health 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 20241011085309NAL0022444817002) for International Training Institute For The Sheet Met Ind Staff Ret Health Fund, reported by International Training Institute For The Sheet Metal & Air Cond Ret Hl under EIN 52-0914827 and plan number 501. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.9MReported net assets$15,943,961
Participants72
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011085309NAL0022444817002
Plan sponsor
International Training Institute For The Sheet Metal & Air Cond Ret Hl
EIN
52-0914827
Plan number
501
Location
Falls Church, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.4M total assets
Net assets$15.9MLiabilities$479.4K
Money in vs. money out
Total income / additions$2.7M
Total expenses$545K
Benefits paid / distributions$468.9K
Contributions
Employer$287K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,423,380
Total liabilities (EOY)
$479,419
Net assets (EOY)
$15,943,961
Employer contributions
$287,048
Total income / additions
$2,720,798
Benefits paid
$468,904
Administrative expenses
$69,024
Total expenses
$545,028
Net increase / (decrease)
$2,175,770

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011085309NAL0022444817002 cover?
It is the 2023 Form 5500 filing for International Training Institute For The Sheet Met Ind Staff Ret Health Fund, reported by International Training Institute For The Sheet Metal & Air Cond Ret Hl (EIN 52-0914827).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages