Rhode Island Sheet Metal Workers Local 17 Annuity Fund — Form 5500 plan (Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees)
Plain-English plan 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, Rhode Island Sheet Metal Workers Local 17 Annuity Fund is a benefit plan reported by Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees under EIN 05-0398597 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $21,475,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees
- EIN
- 05-0398597
- Plan number
- 001
- Plan type
- 1
- Location
- Cranston, RI
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $21,475,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241011082112NAL0036383856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,475,423
- Total liabilities (EOY)
- $54,714
- Net assets (EOY)
- $21,420,709
- Net assets (BOY)
- $18,700,809
Income & contributions
- Employer contributions
- $1,143,010
- Total contributions
- $1,143,010
- Total income / additions
- $3,659,497
Expenses & distributions
- Benefits paid
- $804,651
- Administrative expenses
- $134,946
- Total expenses
- $939,597
- Net increase / (decrease)
- $2,719,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $62,873 | not reported in the loaded dataset | 2023 |
| Rodio & Ursillo Ltd | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company | NONE | $16,200 | not reported in the loaded dataset | 2023 |
| Administration Services, Inc. | NONE | $13,230 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $6,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Cranston, RI
- Segal Marco Advisors — Schedule C compensation
- Rodio & Ursillo Ltd — Schedule C compensation
- Ward Fisher & Company — Schedule C compensation
- Administration Services, Inc. — Schedule C compensation
- Comerica — Schedule C compensation