2023 Form 5500 filing — Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18
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 20241011164440NAL0039529344001) for Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18, reported by Board Of Trustees Of The Retirement Plan under EIN 39-6135887 and plan number 001. It reports 2,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164440NAL0039529344001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Retirement Plan
- EIN
- 39-6135887
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 2,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $334,293,046
- Total liabilities (EOY)
- $64,866
- Net assets (EOY)
- $334,228,180
- Employer contributions
- $14,257,627
- Participant contributions
- $173,328
- Total income / additions
- $65,640,251
- Benefits paid
- $9,714,687
- Administrative expenses
- $488,563
- Total expenses
- $10,203,250
- Net increase / (decrease)
- $55,437,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | RECORDKEEPER | $155,806 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren Sc | LEGAL | $93,632 | not reported in the loaded dataset |
| Benefit Plan Administration Of Wi | PLAN ADMINISTRATOR | $88,137 | not reported in the loaded dataset |
| Andco Consulting LLC Fka Bogdahn | CONSULTANT | $45,000 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $32,784 | $0 |
| Wisconsin Sheet Metal H&W Fund | OTHER SERVICES | $21,355 | not reported in the loaded dataset |
| Sikich Llp | ACCOUNTANT | $14,355 | not reported in the loaded dataset |