2023 Form 5500 filing — Sheet Metal Workers Local Union No 25 New Jersey 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 20241008170201NAL0029324640001) for Sheet Metal Workers Local Union No 25 New Jersey Annuity Fund, reported by Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund under EIN 22-2586286 and plan number 001. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170201NAL0029324640001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Smw Local Union No. 25 Nj Annuity Fund
- EIN
- 22-2586286
- Plan number
- 001
- Location
- Carlstadt, NJ
- Participants
- 1,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,773,967
- Total liabilities (EOY)
- $199,682
- Net assets (EOY)
- $148,574,285
- Employer contributions
- $6,473,386
- Total income / additions
- $24,119,225
- Benefits paid
- $11,913,476
- Administrative expenses
- $756,785
- Total expenses
- $12,670,261
- Net increase / (decrease)
- $11,448,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co Of America | NONE | $79,892 | $336,795 |
| Boyd Watterson Asset Management LLC | NONE | $78,077 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | NONE | $44,288 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $42,400 | not reported in the loaded dataset |
| Karleen O Neill | EMPLOYEE | $41,153 | not reported in the loaded dataset |
| Virginia Olsen | EMPLOYEE | $36,796 | not reported in the loaded dataset |
| Manfre Cpa P.C. | NONE | $35,056 | not reported in the loaded dataset |