Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity — 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, Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity (EIN 52-1256774) is a plan sponsor located in Baltimore, MD 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
52-1256774
Location
Baltimore, MD
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,321,574
Total reported liabilities (EOY)
$25,223
Total reported net assets (EOY)
$21,296,351

Contributions & income

Employer contributions
$231,562
Total income / additions
$2,869,833

Expenses & distributions

Benefits paid / distributions
$1,108,478
Total expenses
$1,293,676
Net increase / (decrease)
$1,576,157

Coverage

Total reported participants
724
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

Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust001724$21,321,5742023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust724H, C20241013203154NAL0042859792001

Related Form 5500 pages