2023 Form 5500 filing — Smart Local 137 Annuity Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729132118NAL0012543059001) for Smart Local 137 Annuity Fund, reported by Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund under EIN 13-2866830 and plan number 002. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729132118NAL0012543059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund
- EIN
- 13-2866830
- Plan number
- 002
- Location
- Long Island City, NY
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,578,861
- Total liabilities (EOY)
- $70,689
- Net assets (EOY)
- $74,508,172
- Employer contributions
- $2,728,742
- Participant contributions
- $307,548
- Total income / additions
- $11,566,328
- Benefits paid
- $3,872,037
- Administrative expenses
- $276,787
- Total expenses
- $4,238,720
- Net increase / (decrease)
- $7,327,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $44,000 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $36,750 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills Llp | ATTORNEY | $19,365 | not reported in the loaded dataset |