2023 Form 5500 filing — Sheet Metal Workers Local Union No. 28 Annuity 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 20241012104115NAL0013279715001) for Sheet Metal Workers Local Union No. 28 Annuity Fund, reported by Board Of Trustees Of Smw Lu No. 28 Annuity Fund under EIN 13-3073165 and plan number 002. It reports 4,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012104115NAL0013279715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smw Lu No. 28 Annuity Fund
- EIN
- 13-3073165
- Plan number
- 002
- Location
- Mineola, NY
- Participants
- 4,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $571,462,434
- Total liabilities (EOY)
- $30,322
- Net assets (EOY)
- $571,432,112
- Employer contributions
- $24,452,196
- Total income / additions
- $85,431,377
- Benefits paid
- $54,007,960
- Administrative expenses
- $718,294
- Total expenses
- $55,380,334
- Net increase / (decrease)
- $30,051,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colleran, O'Hara & Mills Llp | NONE | $71,854 | not reported in the loaded dataset |
| Rashanna Johnson | EMPLOYEE | $56,134 | not reported in the loaded dataset |
| Glen Camisa | EMPLOYEE | $45,170 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $44,970 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $32,000 | not reported in the loaded dataset |
| Carlos Andrade | EMPLOYEE | $31,905 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $23,832 | not reported in the loaded dataset |
| Flexible Business Systems | NONE | $15,516 | not reported in the loaded dataset |
| Data Research Group | NONE | $11,954 | not reported in the loaded dataset |
| Syntonic System, Inc | NONE | $7,196 | not reported in the loaded dataset |