Plan5500

Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits Fund — Form 5500 plan (Smart Local 27 Supplemental Unemployment 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 Supplemental Unemployment Benefits Fund is a benefit plan reported by Smart Local 27 Supplemental Unemployment Fund Trustees under EIN 22-3201971 and plan number 504. The latest loaded filing year is 2023. The filing reports 333 participants and $1,558,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smart Local 27 Supplemental Unemployment Fund Trustees
EIN
22-3201971
Plan number
504
Plan type
1
Location
Farmingdale, NJ
Latest filing year
2023
Participants
333
End-of-year plan assets
$1,558,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241014182102NAL0015411299002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,558,968
Total liabilities (EOY)
$144,017
Net assets (EOY)
$1,414,951
Net assets (BOY)
$795,726

Income & contributions

Employer contributions
$837,832
Total contributions
$837,832
Total income / additions
$943,471

Expenses & distributions

Benefits paid
$187,483
Administrative expenses
$136,763
Total expenses
$324,246
Net increase / (decrease)
$619,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MspcNONE$25,500not reported in the loaded dataset2023
O'Brien,Belland & Bushinsky LLCNONE$12,751not reported in the loaded dataset2023
CaptrustNONE$11,475not reported in the loaded dataset2023

Related Form 5500 pages