Smwia Staff Retiree Health Fund — Form 5500 plan (International Association Of Sheet Metal Air, Rail And Transportation)
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, Smwia Staff Retiree Health Fund is a benefit plan reported by International Association Of Sheet Metal Air, Rail And Transportation under EIN 52-6909050 and plan number 504. The latest loaded filing year is 2023. The filing reports 192 participants and $48,707,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Sheet Metal Air, Rail And Transportation
- EIN
- 52-6909050
- Plan number
- 504
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $48,707,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241015160830NAL0015046515005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,707,666
- Total liabilities (EOY)
- $34,644
- Net assets (EOY)
- $48,673,022
- Net assets (BOY)
- $42,600,941
Income & contributions
- Employer contributions
- $1,000,000
- Participant contributions
- $280,388
- Total contributions
- $1,280,388
- Total income / additions
- $7,366,790
Expenses & distributions
- Benefits paid
- $1,185,446
- Administrative expenses
- $109,263
- Total expenses
- $1,294,709
- Net increase / (decrease)
- $6,072,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clearstead Advisors LLC | NONE | $35,184 | not reported in the loaded dataset | 2023 |
| Harrison Street Core Property | NONE | $17,803 | not reported in the loaded dataset | 2023 |
| Mondrian Global All Countries | NONE | $10,160 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Ninety One Global | NONE | $7,268 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $6,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Sheet Metal Air, Rail And Transportation
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Clearstead Advisors LLC — Schedule C compensation
- Harrison Street Core Property — Schedule C compensation
- Mondrian Global All Countries — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Ninety One Global — Schedule C compensation
- Wells Fargo — Schedule C compensation