Sheet Metal Workers Local 44 Annuity Fund — Form 5500 plan (Trustees Of The Sheet Metal Workers Local 44)
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 44 Annuity Fund is a benefit plan reported by Trustees Of The Sheet Metal Workers Local 44 under EIN 23-6751172 and plan number 002. The latest loaded filing year is 2023. The filing reports 407 participants and $47,123,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 44
- EIN
- 23-6751172
- Plan number
- 002
- Plan type
- 1
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $47,123,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241009151222NAL0019506577002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,123,454
- Total liabilities (EOY)
- $13,956
- Net assets (EOY)
- $47,109,498
- Net assets (BOY)
- $42,514,274
Income & contributions
- Employer contributions
- $1,456,884
- Total contributions
- $1,466,777
- Total income / additions
- $9,535,018
Expenses & distributions
- Benefits paid
- $4,821,219
- Administrative expenses
- $118,575
- Total expenses
- $4,939,794
- Net increase / (decrease)
- $4,595,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement, LLC | NONE | $36,613 | $0 | 2023 |
| Lawrence C. Musgrove Associates | NONE | $26,400 | not reported in the loaded dataset | 2023 |
| Berkshire Asset Management | NONE | $22,934 | not reported in the loaded dataset | 2023 |
| Alan Ross And Company Pc | NONE | $8,925 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $8,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Sheet Metal Workers Local 44
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes Barre, PA
- Empower Retirement, LLC — Schedule C compensation
- Lawrence C. Musgrove Associates — Schedule C compensation
- Berkshire Asset Management — Schedule C compensation
- Alan Ross And Company Pc — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation