2023 Form 5500 filing — Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust
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 20241013203154NAL0042859792001) for Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust, reported by Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity under EIN 52-1256774 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$21.3MReported net assets$21,296,351
Participants724
Provider compensation$164.5K6 Schedule C row(s)$164,500
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013203154NAL0042859792001
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity
- EIN
- 52-1256774
- Plan number
- 001
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$25.2K
Full reported line items
- Total assets (EOY)
- $21,321,574
- Total liabilities (EOY)
- $25,223
- Net assets (EOY)
- $21,296,351
- Employer contributions
- $231,562
- Total income / additions
- $2,869,833
- Benefits paid
- $1,108,478
- Administrative expenses
- $185,198
- Total expenses
- $1,293,676
- Net increase / (decrease)
- $1,576,157
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anchor Capital Advisors, LLC | NONE | $55,091 | not reported in the loaded dataset |
| Wagner Bowman Management Corp. | NONE | $45,498 | not reported in the loaded dataset |
| Raymond James And Associates, Inc. | NONE | $29,016 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $14,500 | not reported in the loaded dataset |
| Abato, Rubenstein And Abato, P.A. | NONE | $12,075 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $8,320 | not reported in the loaded dataset |