2023 Form 5500 filing — Sheet Metal Workers International Association Local 112 Welfare 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 20241011140201NAL0021998577004) for Sheet Metal Workers International Association Local 112 Welfare Fund, reported by Sheet Metal Workers Local 112 Welfare Fund under EIN 16-6052225 and plan number 501. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140201NAL0021998577004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 112 Welfare Fund
- EIN
- 16-6052225
- Plan number
- 501
- Location
- Elmira, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,078,975
- Total liabilities (EOY)
- $58,597
- Net assets (EOY)
- $12,020,378
- Employer contributions
- $3,796,529
- Participant contributions
- $32,698
- Total income / additions
- $4,610,563
- Benefits paid
- $2,954,383
- Administrative expenses
- $304,257
- Total expenses
- $3,258,640
- Net increase / (decrease)
- $1,351,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Scaptura | EMPLOYEE | $121,237 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $27,472 | not reported in the loaded dataset |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $20,456 | not reported in the loaded dataset |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $16,100 | not reported in the loaded dataset |
| Proflex Administrators LLC | CONTRACT ADMINISTRATOR | $13,249 | not reported in the loaded dataset |
| Mvp Select Care | CONTRACT ADMINISTRATOR | $9,847 | not reported in the loaded dataset |
| Judith J Gush | OUTSIDE ACCOUNTANT | $8,100 | not reported in the loaded dataset |
| Osullivan Associates | ACTUARY | $6,400 | not reported in the loaded dataset |