2023 Form 5500 filing — Rhode Island Sheet Metal Workers Local 17 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 20241011082112NAL0036383856001) for Rhode Island Sheet Metal Workers Local 17 Annuity Fund, reported by Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees under EIN 05-0398597 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082112NAL0036383856001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees
- EIN
- 05-0398597
- Plan number
- 001
- Location
- Cranston, RI
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,475,423
- Total liabilities (EOY)
- $54,714
- Net assets (EOY)
- $21,420,709
- Employer contributions
- $1,143,010
- Total income / additions
- $3,659,497
- Benefits paid
- $804,651
- Administrative expenses
- $134,946
- Total expenses
- $939,597
- Net increase / (decrease)
- $2,719,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $62,873 | not reported in the loaded dataset |
| Rodio & Ursillo Ltd | NONE | $16,800 | not reported in the loaded dataset |
| Ward Fisher & Company | NONE | $16,200 | not reported in the loaded dataset |
| Administration Services, Inc. | NONE | $13,230 | not reported in the loaded dataset |
| Comerica | NONE | $6,615 | not reported in the loaded dataset |