Board Of Trustees Sheet Metal Workers Local 2 — 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, Board Of Trustees Sheet Metal Workers Local 2 (EIN 31-1648261) is a plan sponsor located in Kansas City, MO 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
31-1648261
Location
Kansas City, MO
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$97,365,123
Total reported liabilities (EOY)
$54,977
Total reported net assets (EOY)
$97,310,146

Contributions & income

Participant contributions
$4,912,478
Total income / additions
$18,356,300

Expenses & distributions

Benefits paid / distributions
$6,616,255
Total expenses
$6,873,839
Net increase / (decrease)
$11,482,461

Coverage

Total reported participants
2,134
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

Board Of Trustees Sheet Metal Workers Local 2 plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers Local No. 2 401(K) Plan0012,134$97,365,1232023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Sheet Metal Workers Local 2
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers Local No. 2 401(K) Plan2,134H, C20241007121507NAL0015143345002

Related Form 5500 pages