2023 Form 5500 filing — Sheet Metal Workers Local Union No. 263 Retirement Savings 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 20241012151335NAL0013437267003) for Sheet Metal Workers Local Union No. 263 Retirement Savings Plan, reported by Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen under EIN 42-6498549 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012151335NAL0013437267003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen
- EIN
- 42-6498549
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,182,678
- Total liabilities (EOY)
- $16,883
- Net assets (EOY)
- $37,165,795
- Employer contributions
- $1,037,526
- Participant contributions
- $724,821
- Total income / additions
- $7,206,869
- Benefits paid
- $1,644,191
- Administrative expenses
- $184,602
- Total expenses
- $1,828,793
- Net increase / (decrease)
- $5,378,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Financial Risk Management | NONE | $55,725 | not reported in the loaded dataset |
| Benefits Management Group Inc | NONE | $28,800 | not reported in the loaded dataset |
| Graystone Consulting, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $15,900 | not reported in the loaded dataset |
| Fox Rothschild, Llp | NONE | $15,000 | $0 |
| Matrix Trust | NONE | $9,498 | not reported in the loaded dataset |
| Bradley Hauge, Cpa | NONE | $8,365 | not reported in the loaded dataset |
| Washington Street Ins. Group | NONE | $8,076 | not reported in the loaded dataset |