Sheet Metal Workers Local 22 - Welfare Fund — Form 5500 plan (Sheet Metal Workers Local 22 Welfare Fund 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, Sheet Metal Workers Local 22 - Welfare Fund is a benefit plan reported by Sheet Metal Workers Local 22 Welfare Fund Board Of Trustees under EIN 22-1505211 and plan number 501. The latest loaded filing year is 2023. The filing reports 329 participants and $21,293,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 22 Welfare Fund Board Of Trustees
- EIN
- 22-1505211
- Plan number
- 501
- Plan type
- 1
- Location
- Cranford, NJ
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $21,293,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20250314113221NAL0022392465002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,293,835
- Total liabilities (EOY)
- $398,377
- Net assets (EOY)
- $20,895,458
- Net assets (BOY)
- $19,176,524
Income & contributions
- Employer contributions
- $6,340,283
- Participant contributions
- $76,163
- Total contributions
- $6,416,446
- Total income / additions
- $8,632,409
Expenses & distributions
- Benefits paid
- $6,469,048
- Administrative expenses
- $444,427
- Total expenses
- $6,913,475
- Net increase / (decrease)
- $1,718,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Investments | NONE | $77,344 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $20,625 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $19,836 | $0 | 2023 |
| Mspc | NONE | $18,696 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 22 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cranford, NJ
- Ubs Investments — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Mspc — Schedule C compensation