2023 Form 5500 filing — Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan And Trust
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 20250317143038NAL0003742386001) for Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan And Trust, reported by Sheet Metal Workers Unions Local 24 under EIN 31-1484966 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317143038NAL0003742386001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Unions Local 24
- EIN
- 31-1484966
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,064,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,064,375
- Employer contributions
- $2,513,169
- Total income / additions
- $11,992,649
- Benefits paid
- $3,761,142
- Administrative expenses
- $88,737
- Total expenses
- $3,849,879
- Net increase / (decrease)
- $8,142,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $67,228 | $0 |
| Horan Securities Inc. | NONE | $29,754 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $16,467 | not reported in the loaded dataset |
| Ledbetter Parisi Sollars LLC | NONE | $13,246 | not reported in the loaded dataset |
| Cai Insurance Agency Inc. | NONE | $11,300 | not reported in the loaded dataset |
| Arthur J. Gallagher Risk Management | NONE | $6,053 | not reported in the loaded dataset |