2023 Form 5500 filing — Sheet Metal, Air, Rail Tranportation Local 27 Educ
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 20241014183107NAL0047166784002) for Sheet Metal, Air, Rail Tranportation Local 27 Educ, reported by Smart Local 27 Educational Fund Trustees under EIN 22-2568877 and plan number 503. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183107NAL0047166784002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Smart Local 27 Educational Fund Trustees
- EIN
- 22-2568877
- Plan number
- 503
- Location
- Farmingdale, NJ
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,068,726
- Total liabilities (EOY)
- $408,956
- Net assets (EOY)
- $1,659,770
- Employer contributions
- $1,070,841
- Total income / additions
- $1,554,326
- Benefits paid
- $513,846
- Administrative expenses
- $851,694
- Total expenses
- $1,365,540
- Net increase / (decrease)
- $188,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chris George | EMPLOYEE | $178,177 | not reported in the loaded dataset |
| John Espinos | EMPLOYEE | $178,177 | not reported in the loaded dataset |
| Smart 27 Local Union | RELATED FUND | $92,472 | not reported in the loaded dataset |
| Mspc | NONE | $23,000 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky | NONE | $17,254 | not reported in the loaded dataset |
| Smart 27 Health & Welfare Fund | RELATED FUND | $13,591 | not reported in the loaded dataset |