2023 Form 5500 filing — Sheet Metal Workers Local Union No. 12 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 20240923140848NAL0015540224001) for Sheet Metal Workers Local Union No. 12 Annuity Fund, reported by Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund under EIN 25-1478389 and plan number 003. It reports 1,424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923140848NAL0015540224001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund
- EIN
- 25-1478389
- Plan number
- 003
- Location
- Pittsburgh, PA
- Participants
- 1,424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,322,213
- Total liabilities (EOY)
- $58,761
- Net assets (EOY)
- $99,263,452
- Employer contributions
- $4,589,222
- Total income / additions
- $19,355,964
- Benefits paid
- $7,406,037
- Administrative expenses
- $284,939
- Total expenses
- $7,690,976
- Net increase / (decrease)
- $11,664,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $142,220 | not reported in the loaded dataset |
| Central Data Services | NONE | $54,571 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $40,000 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $16,037 | not reported in the loaded dataset |
| Jubelirer Pass & Intrieri, P.C. | NONE | $12,175 | not reported in the loaded dataset |