Plan5500

Sheet Metal Workers Intn Local 17nh Pension Plan — Form 5500 plan (Board Of Trustees Of Sheet Metal Workers Intl Local 17nh Pension Plan)

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 Intn Local 17nh Pension Plan is a benefit plan reported by Board Of Trustees Of Sheet Metal Workers Intl Local 17nh Pension Plan under EIN 51-6029579 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $26,018,765 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26MPlan net assets, end of year$26,014,827
Participants353Covered participants reported
Assets / participant$73.7KComputed: assets ÷ participants$73,708 (computed)
Provider compensation$178.2K5 Schedule C provider row(s)$178,178
Plan sponsor
Board Of Trustees Of Sheet Metal Workers Intl Local 17nh Pension Plan
EIN
51-6029579
Plan number
001
Plan type
1
Location
Wallingford, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    353 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$3.9K
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.6M
Benefits paid / distributions$1.4M
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$26,018,765
Total liabilities (EOY)
$3,938
Net assets (EOY)
$26,014,827
Net assets (BOY)
$23,074,355

Income & contributions

Employer contributions
$1,282,400
Total contributions
$1,282,400
Total income / additions
$4,546,928

Expenses & distributions

Benefits paid
$1,389,091
Administrative expenses
$217,365
Total expenses
$1,606,456
Net increase / (decrease)
$2,940,472
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services$68.3K
    NONE · Direct $68.3K · Indirect $0
  2. 2
    Zenith American Solutions, Inc.$66.2K
    NONE · Direct $66.2K
  3. 3
    Leckenby Benefits Consultants$16.4K
    NONE · Direct $16.4K
  4. 4
    Eaton Peabody Attorneys At Law$14K
    NONE · Direct $14K
  5. 5
    Novak Francella LLC$13.2K
    NONE · Direct $13.2K

What to inspect next

Frequently asked questions

Who sponsors the Sheet Metal Workers Intn Local 17nh Pension Plan?
Sheet Metal Workers Intn Local 17nh Pension Plan is reported as sponsored by Board Of Trustees Of Sheet Metal Workers Intl Local 17nh Pension Plan (EIN 51-6029579, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sheet Metal Workers Intn Local 17nh Pension Plan?
The latest Form 5500 filing year loaded for Sheet Metal Workers Intn Local 17nh Pension Plan is 2023.
How many participants does Sheet Metal Workers Intn Local 17nh Pension Plan report?
Sheet Metal Workers Intn Local 17nh Pension Plan reports 353 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sheet Metal Workers Intn Local 17nh Pension Plan?
Sheet Metal Workers Intn Local 17nh Pension Plan reports $26,018,765 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages