Plan5500

Sheet Metal Worker'S Union Local 29 Disability Trust Fund — Form 5500 plan (Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust)

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 Worker'S Union Local 29 Disability Trust Fund is a benefit plan reported by Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust under EIN 48-0413828 and plan number 501. The latest loaded filing year is 2023. The filing reports 194 participants and $876,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust
EIN
48-0413828
Plan number
501
Plan type
1
Location
Wichita, KS
Latest filing year
2023
Participants
194
End-of-year plan assets
$876,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250128174506NAL0008625523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$876,731
Total liabilities (EOY)
$2,769
Net assets (EOY)
$873,962
Net assets (BOY)
$736,805

Income & contributions

Employer contributions
$112,902
Total contributions
$112,902
Total income / additions
$201,613

Expenses & distributions

Benefits paid
$44,959
Administrative expenses
$19,497
Total expenses
$64,456
Net increase / (decrease)
$137,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morrow & Co. LLCAUDITOR$9,815not reported in the loaded dataset2023
Southwest National Bank Trust Dept.CUSTODIAN/INVESTMENT ADV$5,372not reported in the loaded dataset2023
Gallagher Benefit Services, IncADMINISTRATIVE & OTHER$1,500not reported in the loaded dataset2023

Related Form 5500 pages