2023 Form 5500 filing — Sheet Metal Workers Local 112 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 20250814090302NAL0008955331002) for Sheet Metal Workers Local 112 Annuity Fund, reported by Board Of Trustees Sheet Metal Workers Local 112 Annuity Fund under EIN 16-1350306 and plan number 005. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814090302NAL0008955331002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 112 Annuity Fund
- EIN
- 16-1350306
- Plan number
- 005
- Location
- Elmira, NY
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,175,282
- Total liabilities (EOY)
- $3,990
- Net assets (EOY)
- $28,171,292
- Employer contributions
- $1,272,312
- Total income / additions
- $6,480,177
- Benefits paid
- $2,791,208
- Administrative expenses
- $70,040
- Total expenses
- $2,866,328
- Net increase / (decrease)
- $3,613,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Workers Local 112 Ann | PLAN SPONSOR | $54,897 | not reported in the loaded dataset |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $17,400 | not reported in the loaded dataset |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $15,261 | not reported in the loaded dataset |
| Smw Local 112 Welfare Fund | UNION BENEFIT FUND | $13,164 | not reported in the loaded dataset |
| Judith J Gush | OUTSIDE ACCOUNTANT | $5,440 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGR | $2,441 | not reported in the loaded dataset |
| Invesco | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| American Century | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Mass Mutual | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |