2023 Form 5500 filing — Sheet Metal Workers Local 17 Annuity Income 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 20250114102801NAL0010891779001) for Sheet Metal Workers Local 17 Annuity Income Fund, reported by Sheet Metal Workers Local No. 17 Annuity Income Fund under EIN 04-6394579 and plan number 003. It reports 3,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114102801NAL0010891779001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 17 Annuity Income Fund
- EIN
- 04-6394579
- Plan number
- 003
- Location
- Dorchester, MA
- Participants
- 3,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $616,742,666
- Total liabilities (EOY)
- $537,703
- Net assets (EOY)
- $616,204,963
- Employer contributions
- $28,015,996
- Total income / additions
- $106,652,556
- Benefits paid
- $29,595,801
- Administrative expenses
- $1,045,116
- Total expenses
- $30,640,917
- Net increase / (decrease)
- $76,011,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smw Annuity | NONE | $467,013 | not reported in the loaded dataset |
| Smw Insurance | NONE | $331,728 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $165,000 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $160,172 |
| Newton Investment Management | NONE | $132,402 | $0 |
| Empower Annuity Insurance Company | NONE | $107,629 | $0 |
| Lsv Investment | NONE | $107,280 | not reported in the loaded dataset |
| Columbia Asset Management | NONE | $103,112 | not reported in the loaded dataset |
| Blackstone Alternative Asset | NONE | $102,093 | not reported in the loaded dataset |
| Income Research Management | NONE | $74,049 | not reported in the loaded dataset |
| Manzi & Associates | NONE | $58,104 | not reported in the loaded dataset |
| Union Labor Life | NONE | $31,545 | $0 |
| Lapier, Dillon And Associates Pc | NONE | $19,276 | not reported in the loaded dataset |
| Krakow, Souris & Landry | NONE | $18,873 | not reported in the loaded dataset |
| Novak Francella,LLC | NONE | $17,500 | not reported in the loaded dataset |
| Empower Advisory Group LLC | NONE | $17,418 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $13,850 | not reported in the loaded dataset |
| Wellesley 1921 Fund | NONE | $0 | $0 |