2023 Form 5500 filing — Sheet Metal Workers Local 44 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 20241009151222NAL0019506577002) for Sheet Metal Workers Local 44 Annuity Fund, reported by Trustees Of The Sheet Metal Workers Local 44 under EIN 23-6751172 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151222NAL0019506577002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 44
- EIN
- 23-6751172
- Plan number
- 002
- Location
- Wilkes Barre, PA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,123,454
- Total liabilities (EOY)
- $13,956
- Net assets (EOY)
- $47,109,498
- Employer contributions
- $1,456,884
- Total income / additions
- $9,535,018
- Benefits paid
- $4,821,219
- Administrative expenses
- $118,575
- Total expenses
- $4,939,794
- Net increase / (decrease)
- $4,595,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement, LLC | NONE | $36,613 | $0 |
| Lawrence C. Musgrove Associates | NONE | $26,400 | not reported in the loaded dataset |
| Berkshire Asset Management | NONE | $22,934 | not reported in the loaded dataset |
| Alan Ross And Company Pc | NONE | $8,925 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $8,341 | not reported in the loaded dataset |