2023 Form 5500 filing — Sheet Metal Workers Local No 58 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 20241004152918NAL0006805827003) for Sheet Metal Workers Local No 58 Retirement Plan, reported by Sheet Metal Workers Local No 58 Retirement Fund under EIN 16-1188938 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004152918NAL0006805827003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No 58 Retirement Fund
- EIN
- 16-1188938
- Plan number
- 001
- Location
- East Syracuse, NY
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,531,682
- Total liabilities (EOY)
- $20,660
- Net assets (EOY)
- $13,511,022
- Employer contributions
- $741,101
- Total income / additions
- $2,736,196
- Benefits paid
- $867,399
- Administrative expenses
- $130,814
- Total expenses
- $998,213
- Net increase / (decrease)
- $1,737,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $28,483 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $20,000 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $14,475 | not reported in the loaded dataset |
| D'Arcangelo & Co. Llp | NONE | $10,000 | not reported in the loaded dataset |