2023 Form 5500 filing — Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District 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 20241007131439NAL0015212497001) for Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan, reported by Board Of Trustees Sheet Metal, Air Youngstown District under EIN 34-6596079 and plan number 111. It reports 556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131439NAL0015212497001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal, Air Youngstown District
- EIN
- 34-6596079
- Plan number
- 111
- Location
- Canfield, OH
- Participants
- 556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,475,486
- Total liabilities (EOY)
- $25,572
- Net assets (EOY)
- $35,449,914
- Employer contributions
- $1,366,246
- Participant contributions
- $139,415
- Total income / additions
- $6,402,851
- Benefits paid
- $2,795,135
- Administrative expenses
- $154,163
- Total expenses
- $2,949,298
- Net increase / (decrease)
- $3,453,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asher Kelly | NONE | $42,599 | not reported in the loaded dataset |
| John Hancock | NONE | $39,859 | not reported in the loaded dataset |
| Andco Consulting | NONE | $22,000 | not reported in the loaded dataset |
| Benesys | NONE | $14,018 | not reported in the loaded dataset |
| Packer Thomas | NONE | $10,000 | not reported in the loaded dataset |