Sheet Metal, Air, Rail Transportation Local No.27 — Form 5500 plan (Smart Local 27 Annuity Fund 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, Air, Rail Transportation Local No.27 is a benefit plan reported by Smart Local 27 Annuity Fund Trustees under EIN 22-2604860 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,061 participants and $139,448,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Local 27 Annuity Fund Trustees
- EIN
- 22-2604860
- Plan number
- 001
- Plan type
- 1
- Location
- Farmingdale, NJ
- Latest filing year
- 2023
- Participants
- 1,061
- End-of-year plan assets
- $139,448,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,061 | H, C | 20241014174541NAL0026867425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,448,094
- Total liabilities (EOY)
- $9,046
- Net assets (EOY)
- $139,439,048
- Net assets (BOY)
- $123,852,433
Income & contributions
- Employer contributions
- $6,557,744
- Total contributions
- $6,557,744
- Total income / additions
- $22,898,286
Expenses & distributions
- Benefits paid
- $7,120,675
- Administrative expenses
- $190,996
- Total expenses
- $7,311,671
- Net increase / (decrease)
- $15,586,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust | NONE | $29,017 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky LLC | NONE | $18,170 | not reported in the loaded dataset | 2023 |
| Smart 27 Health & Welfare Fund | RELATED FUND | $5,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart Local 27 Annuity Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Farmingdale, NJ
- Captrust — Schedule C compensation
- Mspc — Schedule C compensation
- O'Brien Belland & Bushinsky LLC — Schedule C compensation
- Smart 27 Health & Welfare Fund — Schedule C compensation