2023 Form 5500 filing — Sheet Metal Workers Local Union No. 292 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 20241014123008NAL0013280595002) for Sheet Metal Workers Local Union No. 292 Annuity Fund, reported by Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund under EIN 38-3204600 and plan number 001. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123008NAL0013280595002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund
- EIN
- 38-3204600
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,292,933
- Total liabilities (EOY)
- $44,032
- Net assets (EOY)
- $32,248,901
- Employer contributions
- $3,366,202
- Total income / additions
- $7,642,813
- Benefits paid
- $2,573,261
- Administrative expenses
- $262,389
- Total expenses
- $2,835,650
- Net increase / (decrease)
- $4,807,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc | NONE | $125,500 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $72,846 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | SEE ATTACHED | $13,900 | not reported in the loaded dataset |
| American Graphics Printing | NONE | $12,934 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $11,173 | not reported in the loaded dataset |
| Fidelity Investmetns | NONE | $8,531 | not reported in the loaded dataset |