2023 Form 5500 filing — International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No.
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 20241015132907NAL0014719267004) for International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No., reported by Board Of Trustees Of Smart Local Union No. 36 401(K) Plan under EIN 43-1758027 and plan number 001. It reports 3,700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132907NAL0014719267004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 401(K) Plan
- EIN
- 43-1758027
- Plan number
- 001
- Location
- Saint Louis, MO
- Participants
- 3,700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,442,109
- Total liabilities (EOY)
- $35,529
- Net assets (EOY)
- $200,406,580
- Employer contributions
- $2,368,402
- Participant contributions
- $6,473,349
- Total income / additions
- $33,681,523
- Benefits paid
- $12,923,584
- Administrative expenses
- $399,567
- Total expenses
- $13,323,151
- Net increase / (decrease)
- $20,358,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $101,219 | $0 |
| Legacy Professionals Llp | NONE | $63,145 | not reported in the loaded dataset |
| Breanna Fitzhenry | EMPLOYEE | $40,786 | not reported in the loaded dataset |
| Marquette Associates | NONE | $25,000 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $18,117 | not reported in the loaded dataset |
| Systems Design Associates | NONE | $6,152 | not reported in the loaded dataset |