Sheet Metal Workers Local Union No. 80 Annuity Fund — Form 5500 plan (The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity)
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. 80 Annuity Fund is a benefit plan reported by The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity under EIN 38-2941426 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,712 participants and $121,124,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity
- EIN
- 38-2941426
- Plan number
- 002
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,712
- End-of-year plan assets
- $121,124,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,712 | H, C | 20250805123017NAL0001817361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,124,482
- Total liabilities (EOY)
- $36,637
- Net assets (EOY)
- $121,087,845
- Net assets (BOY)
- $105,055,767
Income & contributions
- Employer contributions
- $4,841,228
- Participant contributions
- $2,135,139
- Total contributions
- $6,976,367
- Total income / additions
- $22,906,945
Expenses & distributions
- Benefits paid
- $6,596,006
- Administrative expenses
- $278,861
- Total expenses
- $6,874,867
- Net increase / (decrease)
- $16,032,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $106,114 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $69,999 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $17,199 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti Pc | NONE | $10,818 | not reported in the loaded dataset | 2023 |
| The Pnc Financial Services Group | NONE | $10,188 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- John Hancock — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Watkins Pawlick Calati & Prifti Pc — Schedule C compensation
- The Pnc Financial Services Group — Schedule C compensation