2023 Form 5500 filing — Sheet Metal Workers Local 22 - Annuity 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 20250314104200NAL0044173890004) for Sheet Metal Workers Local 22 - Annuity Fund, reported by Sheet Metal Workers Local 22 Annuity Fund under EIN 22-7375195 and plan number 002. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314104200NAL0044173890004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 22 Annuity Fund
- EIN
- 22-7375195
- Plan number
- 002
- Location
- Cranford, NJ
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,555,607
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $77,544,607
- Employer contributions
- $2,666,554
- Total income / additions
- $12,056,757
- Benefits paid
- $4,841,408
- Administrative expenses
- $382,331
- Total expenses
- $5,223,739
- Net increase / (decrease)
- $6,833,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Investments | NONE | $271,081 | not reported in the loaded dataset |
| Issi | NONE | $17,000 | not reported in the loaded dataset |
| Mspc | NONE | $13,200 | not reported in the loaded dataset |