2023 Form 5500 filing — Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits 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 20241014182102NAL0015411299002) for Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits Fund, reported by Smart Local 27 Supplemental Unemployment Fund Trustees under EIN 22-3201971 and plan number 504. It reports 333 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)$1.4MReported net assets$1,414,951
Participants333
Provider compensation$49.7K3 Schedule C row(s)$49,726
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014182102NAL0015411299002
Plan sponsor
Smart Local 27 Supplemental Unemployment Fund Trustees
EIN
22-3201971
Plan number
504
Location
Farmingdale, NJ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.6M total assets
Net assets$1.4MLiabilities$144K
Money in vs. money out
Total income / additions$943.5K
Total expenses$324.2K
Benefits paid / distributions$187.5K
Contributions
Employer$837.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,558,968
Total liabilities (EOY)
$144,017
Net assets (EOY)
$1,414,951
Employer contributions
$837,832
Total income / additions
$943,471
Benefits paid
$187,483
Administrative expenses
$136,763
Total expenses
$324,246
Net increase / (decrease)
$619,225
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Mspc$25.5K
    NONE · Direct $25.5K
  2. 2
    NONE · Direct $12.8K
  3. 3
    Captrust$11.5K
    NONE · Direct $11.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014182102NAL0015411299002 cover?
It is the 2023 Form 5500 filing for Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits Fund, reported by Smart Local 27 Supplemental Unemployment Fund Trustees (EIN 22-3201971).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages