2023 Form 5500 filing — Brotherhood Unity & Dignity 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 20241015121227NAL0047813280005) for Brotherhood Unity & Dignity Fund, reported by Sheet Metal Workers Local Union No. 19 under EIN 54-2123427 and plan number 501. It reports 3,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$96.1KReported net assets$96,074
Participants3.8K3,841
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015121227NAL0047813280005
Plan sponsor
Sheet Metal Workers Local Union No. 19
EIN
54-2123427
Plan number
501
Location
Philadelphia, PA
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)$106.3K total assets
Net assets$96.1KLiabilities$10.3K
Money in vs. money out
Total income / additions$554
Total expenses$18.1K
Benefits paid / distributions$14.1K
Full reported line items
Total assets (EOY)
$106,324
Total liabilities (EOY)
$10,250
Net assets (EOY)
$96,074
Total income / additions
$554
Benefits paid
$14,066
Administrative expenses
$4,004
Total expenses
$18,070
Net increase / (decrease)
-$17,516

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121227NAL0047813280005 cover?
It is the 2023 Form 5500 filing for Brotherhood Unity & Dignity Fund, reported by Sheet Metal Workers Local Union No. 19 (EIN 54-2123427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages