Plan5500

Sheet Metal Workers Local Union No. 100 Washington, D.C. Area Vacation Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington,)

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. 100 Washington, D.C. Area Vacation Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington, under EIN 53-0803417 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,091 participants and $1,332,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington,
EIN
53-0803417
Plan number
502
Plan type
1
Location
Portland, OR
Latest filing year
2023
Participants
2,091
End-of-year plan assets
$1,332,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,091H, C20241212130115NAL0012578769002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,332,550
Total liabilities (EOY)
$165,670
Net assets (EOY)
$1,166,880
Net assets (BOY)
$1,203,677

Income & contributions

Participant contributions
$2,502,275
Total contributions
$2,502,275
Total income / additions
$2,544,185

Expenses & distributions

Benefits paid
$2,539,072
Administrative expenses
$41,910
Total expenses
$2,580,982
Net increase / (decrease)
-$36,797

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
William C Earhart Co. Inc.NONE$27,000not reported in the loaded dataset2023
Novak Francella, LLCNONE$9,685not reported in the loaded dataset2023

Related Form 5500 pages