2023 Form 5500 filing — Sheet Metal Workers Local Union No.71 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 20250314170945NAL0022791425001) for Sheet Metal Workers Local Union No.71 Annuity Fund, reported by Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund under EIN 16-1592883 and plan number 001. It reports 448 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)$34.2MReported net assets$34,194,457
Participants448
Provider compensation$40.9K2 Schedule C row(s)$40,881
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250314170945NAL0022791425001
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund
- EIN
- 16-1592883
- Plan number
- 001
- Location
- Buffalo, NY
- 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)$34.2M total assets
Net assets$34.2MLiabilities$33.3K
Full reported line items
- Total assets (EOY)
- $34,227,717
- Total liabilities (EOY)
- $33,260
- Net assets (EOY)
- $34,194,457
- Employer contributions
- $1,799,646
- Total income / additions
- $6,887,682
- Benefits paid
- $1,551,989
- Administrative expenses
- $106,558
- Total expenses
- $1,784,044
- Net increase / (decrease)
- $5,103,638
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | CONTRACT ADMINISTRATOR | $30,356 | not reported in the loaded dataset |
| Tronconi Segarra & Associates, Llp | NONE | $10,525 | not reported in the loaded dataset |