2023 Form 5500 filing — Sheet Metal Local 10 Supplemental Retirement 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 20241009101431NAL0037446226001) for Sheet Metal Local 10 Supplemental Retirement Fund, reported by Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund under EIN 41-6162383 and plan number 001. It reports 4,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101431NAL0037446226001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund
- EIN
- 41-6162383
- Plan number
- 001
- Location
- Maplewood, MN
- Participants
- 4,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $520,285,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $520,285,501
- Employer contributions
- $19,402,436
- Participant contributions
- $2,667,034
- Total income / additions
- $81,240,523
- Benefits paid
- $23,783,622
- Administrative expenses
- $470,970
- Total expenses
- $24,254,592
- Net increase / (decrease)
- $56,985,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Control Board | NONE | $194,869 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $105,000 | $50 |
| Cliftonlarsonallen Llp | NONE | $26,040 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | NONE | $25,160 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $18,571 | $0 |
| Shumaker, Loop & Kenrick, Llp | NONE | $18,250 | not reported in the loaded dataset |
| Sierra Investment Management | NONE | $9,400 | not reported in the loaded dataset |