Sheet Metal Workers Local No 58 Retirement Plan — Form 5500 plan (Sheet Metal Workers Local No 58 Retirement Fund)
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 Local No 58 Retirement Plan is a benefit plan reported by Sheet Metal Workers Local No 58 Retirement Fund under EIN 16-1188938 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $13,531,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No 58 Retirement Fund
- EIN
- 16-1188938
- Plan number
- 001
- Plan type
- 1
- Location
- East Syracuse, NY
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $13,531,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241004152918NAL0006805827003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,531,682
- Total liabilities (EOY)
- $20,660
- Net assets (EOY)
- $13,511,022
- Net assets (BOY)
- $11,773,039
Income & contributions
- Employer contributions
- $741,101
- Total contributions
- $741,101
- Total income / additions
- $2,736,196
Expenses & distributions
- Benefits paid
- $867,399
- Administrative expenses
- $130,814
- Total expenses
- $998,213
- Net increase / (decrease)
- $1,737,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $28,483 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $14,475 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co. Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No 58 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in East Syracuse, NY
- Burke Group — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- D'Arcangelo & Co. Llp — Schedule C compensation