2023 Form 5500 filing — Sheet Metal Workers Local Union No. 100 Washington, D.C. Area Vacation Plan
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 20241212130115NAL0012578769002) for Sheet Metal Workers Local Union No. 100 Washington, D.C. Area Vacation Plan, reported by Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington, under EIN 53-0803417 and plan number 502. It reports 2,091 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)$1.2MReported net assets$1,166,880
Participants2.1K2,091
Provider compensation$36.7K2 Schedule C row(s)$36,685
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241212130115NAL0012578769002
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington,
- EIN
- 53-0803417
- Plan number
- 502
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
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)$1.3M total assets
Net assets$1.2MLiabilities$165.7K
Full reported line items
- Total assets (EOY)
- $1,332,550
- Total liabilities (EOY)
- $165,670
- Net assets (EOY)
- $1,166,880
- Participant contributions
- $2,502,275
- Total income / additions
- $2,544,185
- Benefits paid
- $2,539,072
- Administrative expenses
- $41,910
- Total expenses
- $2,580,982
- Net increase / (decrease)
- -$36,797
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C Earhart Co. Inc. | NONE | $27,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $9,685 | not reported in the loaded dataset |