2023 Form 5500 filing — Sheet Metal Workers Local No 124 Supplemental Retirement
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 20260414171510NAL0022218451001) for Sheet Metal Workers Local No 124 Supplemental Retirement, reported by Joint Board Of Trustees - Sheet Metal Local 124 under EIN 73-6145795 and plan number 002. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260414171510NAL0022218451001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees - Sheet Metal Local 124
- EIN
- 73-6145795
- Plan number
- 002
- Location
- Oklahoma City, OK
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,800,596
- Net assets (EOY)
- $34,800,596
- Employer contributions
- $1,376,273
- Participant contributions
- $246,642
- Total income / additions
- $5,735,495
- Benefits paid
- $3,396,785
- Administrative expenses
- $142,919
- Total expenses
- $3,539,704
- Net increase / (decrease)
- $2,195,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets | INVESTMENT ADVISOR | $46,685 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $31,670 | $0 |
| Cox Holsted & Dimick Pllc | CONTRACT ADMINISTRATOR | $26,034 | not reported in the loaded dataset |
| Mcafee & Taft | ATTORNEY | $11,993 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT CONSULTANT | $10,360 | not reported in the loaded dataset |
| Ima Select LLC | INSURANCE BROKER | $7,807 | not reported in the loaded dataset |
| Bryan, Little, Hayley & Kent Pc | not reported in the loaded dataset | $3,500 | not reported in the loaded dataset |