Sheet Metal Workers' Local 88 401(K) Plan — Form 5500 plan (Board Of Trustees)
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 88 401(K) Plan is a benefit plan reported by Board Of Trustees under EIN 88-0288318 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,967 participants and $71,863,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 88-0288318
- Plan number
- 001
- Plan type
- 1
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 2,967
- End-of-year plan assets
- $71,863,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,967 | H, C | 20241015165959NAL0015127379004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,863,261
- Total liabilities (EOY)
- $121,420
- Net assets (EOY)
- $71,741,841
- Net assets (BOY)
- $59,880,962
Income & contributions
- Employer contributions
- $1,458,180
- Participant contributions
- $3,161,195
- Total contributions
- $4,619,375
- Total income / additions
- $14,823,649
Expenses & distributions
- Benefits paid
- $2,393,457
- Administrative expenses
- $569,313
- Total expenses
- $2,962,770
- Net increase / (decrease)
- $11,860,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $188,399 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | NONE | $98,756 | not reported in the loaded dataset | 2023 |
| Novara Tesija Catenacci, Pllc | NONE | $94,647 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $91,058 | $0 | 2023 |
| Verus Advisory, Inc | NONE | $59,008 | not reported in the loaded dataset | 2023 |
| Nuwest Insurance Services, Marsh | NONE | $22,378 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Zenith American Solutions — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Novara Tesija Catenacci, Pllc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Nuwest Insurance Services, Marsh — Schedule C compensation