Sheet Metal Workers Local Union No. 12 Annuity Fund — Form 5500 plan (Bd Of Trustees Sheet Metal Workers Local Union No. 12 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. 12 Annuity Fund is a benefit plan reported by Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund under EIN 25-1478389 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,424 participants and $99,322,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund
- EIN
- 25-1478389
- Plan number
- 003
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,424
- End-of-year plan assets
- $99,322,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,424 | H, C | 20240923140848NAL0015540224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,322,213
- Total liabilities (EOY)
- $58,761
- Net assets (EOY)
- $99,263,452
- Net assets (BOY)
- $87,598,464
Income & contributions
- Employer contributions
- $4,589,222
- Total contributions
- $4,589,222
- Total income / additions
- $19,355,964
Expenses & distributions
- Benefits paid
- $7,406,037
- Administrative expenses
- $284,939
- Total expenses
- $7,690,976
- Net increase / (decrease)
- $11,664,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $142,220 | not reported in the loaded dataset | 2023 |
| Central Data Services | NONE | $54,571 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $16,037 | not reported in the loaded dataset | 2023 |
| Jubelirer Pass & Intrieri, P.C. | NONE | $12,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Newport Group, Inc. — Schedule C compensation
- Central Data Services — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Jubelirer Pass & Intrieri, P.C. — Schedule C compensation