2023 Form 5500 filing — Sheet Metal, Air, Rail Transportation Local No.27
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 20241014174541NAL0026867425001) for Sheet Metal, Air, Rail Transportation Local No.27, reported by Smart Local 27 Annuity Fund Trustees under EIN 22-2604860 and plan number 001. It reports 1,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174541NAL0026867425001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Smart Local 27 Annuity Fund Trustees
- EIN
- 22-2604860
- Plan number
- 001
- Location
- Farmingdale, NJ
- Participants
- 1,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,448,094
- Total liabilities (EOY)
- $9,046
- Net assets (EOY)
- $139,439,048
- Employer contributions
- $6,557,744
- Total income / additions
- $22,898,286
- Benefits paid
- $7,120,675
- Administrative expenses
- $190,996
- Total expenses
- $7,311,671
- Net increase / (decrease)
- $15,586,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust | NONE | $29,017 | not reported in the loaded dataset |
| Mspc | NONE | $27,000 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky LLC | NONE | $18,170 | not reported in the loaded dataset |
| Smart 27 Health & Welfare Fund | RELATED FUND | $5,199 | not reported in the loaded dataset |