Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund — Form 5500 plan (Board Of Trustees, Smw Local Union No. 25 Nj Annuity 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 Union No 25 New Jersey Annuity Fund is a benefit plan reported by Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund under EIN 22-2586286 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,000 participants and $148,773,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund
- EIN
- 22-2586286
- Plan number
- 001
- Plan type
- 1
- Location
- Carlstadt, NJ
- Latest filing year
- 2023
- Participants
- 1,000
- End-of-year plan assets
- $148,773,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,000 | H, C | 20241008170201NAL0029324640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,773,967
- Total liabilities (EOY)
- $199,682
- Net assets (EOY)
- $148,574,285
- Net assets (BOY)
- $137,125,321
Income & contributions
- Employer contributions
- $6,473,386
- Total contributions
- $6,473,386
- Total income / additions
- $24,119,225
Expenses & distributions
- Benefits paid
- $11,913,476
- Administrative expenses
- $756,785
- Total expenses
- $12,670,261
- Net increase / (decrease)
- $11,448,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co Of America | NONE | $79,892 | $336,795 | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $78,077 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $44,288 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting | NONE | $42,400 | not reported in the loaded dataset | 2023 |
| Karleen O Neill | EMPLOYEE | $41,153 | not reported in the loaded dataset | 2023 |
| Virginia Olsen | EMPLOYEE | $36,796 | not reported in the loaded dataset | 2023 |
| Manfre Cpa P.C. | NONE | $35,056 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Carlstadt, NJ
- Empower Annuity Insur Co Of America — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Reynolds Consulting — Schedule C compensation
- Karleen O Neill — Schedule C compensation
- Virginia Olsen — Schedule C compensation
- Manfre Cpa P.C. — Schedule C compensation