2023 Form 5500 filing — Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust
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 20241013203154NAL0042859792001) for Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust, reported by Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity under EIN 52-1256774 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013203154NAL0042859792001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity
- EIN
- 52-1256774
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,321,574
- Total liabilities (EOY)
- $25,223
- Net assets (EOY)
- $21,296,351
- Employer contributions
- $231,562
- Total income / additions
- $2,869,833
- Benefits paid
- $1,108,478
- Administrative expenses
- $185,198
- Total expenses
- $1,293,676
- Net increase / (decrease)
- $1,576,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anchor Capital Advisors, LLC | NONE | $55,091 | not reported in the loaded dataset |
| Wagner Bowman Management Corp. | NONE | $45,498 | not reported in the loaded dataset |
| Raymond James And Associates, Inc. | NONE | $29,016 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $14,500 | not reported in the loaded dataset |
| Abato, Rubenstein And Abato, P.A. | NONE | $12,075 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $8,320 | not reported in the loaded dataset |