Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd (EIN 13-3319782) is a plan sponsor located in Brewster, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3319782
Location
Brewster, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$201,221,027
Total reported liabilities (EOY)
$69,191
Total reported net assets (EOY)
$201,151,836

Contributions & income

Employer contributions
$7,194,746
Participant contributions
$187,043
Total income / additions
$30,267,913

Expenses & distributions

Benefits paid / distributions
$14,525,070
Total expenses
$15,604,294
Net increase / (decrease)
$14,663,619

Coverage

Total reported participants
1,418
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers Union Local 38 Profit Sharing Fund0011,418$201,221,0272023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees Of Sheet Metal Workers Union L38 Profit Sharing Fd
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers Union Local 38 Profit Sharing Fund1,418H, C20240920090108NAL0012673520001

Related Form 5500 pages