2023 Form 5500 filing — Sheet Metal Workers Local 46 Annuity 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 20250331114837NAL0011076594001) for Sheet Metal Workers Local 46 Annuity Plan, reported by Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees under EIN 16-1168659 and plan number 002. It reports 556 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)$43.6MReported net assets$43,556,991

Participants556

Provider compensation$120K4 Schedule C row(s)$120,027

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250331114837NAL0011076594001
Plan sponsor: Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees
EIN: 16-1168659
Plan number: 002
Location: Rochester, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$43.6M total assets

Net assets$43.6MLiabilities$4.1K

Money in vs. money out

Total income / additions$6.5M

Total expenses$2M

Benefits paid / distributions$1.8M

Contributions

Employer$1.8M

ParticipantNot reported

Full reported line items

Total assets (EOY): $43,561,075
Total liabilities (EOY): $4,084
Net assets (EOY): $43,556,991
Employer contributions: $1,812,152
Total income / additions: $6,516,228
Benefits paid: $1,832,490
Administrative expenses: $131,883
Total expenses: $1,964,373
Net increase / (decrease): $4,551,855

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Smw Local 46 Health Fund$56.1K
RELATED ENTITY · Direct $56.1K
2
Blitman & King, Llp$27.5K
NONE · Direct $27.5K
3
Morgan Stanley Smith Barney LLC$20.7K
NONE · Direct $20.7K
4
Bonadio & Co., Llp$15.8K
NONE · Direct $15.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250331114837NAL0011076594001 cover?: It is the 2023 Form 5500 filing for Sheet Metal Workers Local 46 Annuity Plan, reported by Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees (EIN 16-1168659).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).