2023 Form 5500 filing — Production Sheet Metal Workers' Local 10 Retirement 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 20240909003815NAL0006859296001) for Production Sheet Metal Workers' Local 10 Retirement Plan, reported by Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire under EIN 51-6052134 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909003815NAL0006859296001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire
- EIN
- 51-6052134
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,489,649
- Total liabilities (EOY)
- $48,579
- Net assets (EOY)
- $33,441,070
- Employer contributions
- $934,391
- Participant contributions
- $287,703
- Total income / additions
- $5,311,138
- Benefits paid
- $3,222,391
- Administrative expenses
- $172,047
- Total expenses
- $3,394,438
- Net increase / (decrease)
- $1,916,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Retirement Solutions | NONE | $108,732 | $0 |
| Reinhart Boerner Van Deuren | NONE | $21,965 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $17,010 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $7,820 | not reported in the loaded dataset |