2023 Form 5500 filing — Sheet Metal Workers Local 91 Annuity Plan
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 20240804142733NAL0000226339001) for Sheet Metal Workers Local 91 Annuity Plan, reported by Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan under EIN 36-2952946 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240804142733NAL0000226339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan
- EIN
- 36-2952946
- Plan number
- 001
- Location
- Rock Island, IL
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,610,686
- Total liabilities (EOY)
- $24,727
- Net assets (EOY)
- $163,585,959
- Employer contributions
- $7,291,222
- Total income / additions
- $28,013,892
- Benefits paid
- $9,879,868
- Administrative expenses
- $151,166
- Total expenses
- $10,031,034
- Net increase / (decrease)
- $17,982,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | NONE | $54,945 | $0 |
| Investment Consulting Group | NONE | $30,000 | not reported in the loaded dataset |
| Romolo & Associates, Cpa'S, LLC | NONE | $20,355 | not reported in the loaded dataset |
| Quad City Bank And Trust | NONE | $10,800 | not reported in the loaded dataset |