Sheet Metal Workers Union Local 38 Profit Sharing Fund — Form 5500 plan (Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd)
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, Sheet Metal Workers Union Local 38 Profit Sharing Fund is a benefit plan reported by Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd under EIN 13-3319782 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,418 participants and $201,221,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd
- EIN
- 13-3319782
- Plan number
- 001
- Plan type
- 1
- Location
- Brewster, NY
- Latest filing year
- 2023
- Participants
- 1,418
- End-of-year plan assets
- $201,221,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,418 | H, C | 20240920090108NAL0012673520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,221,027
- Total liabilities (EOY)
- $69,191
- Net assets (EOY)
- $201,151,836
- Net assets (BOY)
- $186,488,217
Income & contributions
- Employer contributions
- $7,194,746
- Participant contributions
- $187,043
- Total contributions
- $7,381,789
- Total income / additions
- $30,267,913
Expenses & distributions
- Benefits paid
- $14,525,070
- Administrative expenses
- $572,952
- Total expenses
- $15,604,294
- Net increase / (decrease)
- $14,663,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | NONE | $61,757 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Asher Kelly Pllc | NONE | $26,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brewster, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Asher Kelly Pllc — Schedule C compensation