2023 Form 5500 filing — Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits 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 20241014182102NAL0015411299002) for Sheet Metal, Air, Rail Transportation Local No.27 Supplemental Unemployment Benefits Fund, reported by Smart Local 27 Supplemental Unemployment Fund Trustees under EIN 22-3201971 and plan number 504. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182102NAL0015411299002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Smart Local 27 Supplemental Unemployment Fund Trustees
- EIN
- 22-3201971
- Plan number
- 504
- Location
- Farmingdale, NJ
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,558,968
- Total liabilities (EOY)
- $144,017
- Net assets (EOY)
- $1,414,951
- Employer contributions
- $837,832
- Total income / additions
- $943,471
- Benefits paid
- $187,483
- Administrative expenses
- $136,763
- Total expenses
- $324,246
- Net increase / (decrease)
- $619,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mspc | NONE | $25,500 | not reported in the loaded dataset |
| O'Brien,Belland & Bushinsky LLC | NONE | $12,751 | not reported in the loaded dataset |
| Captrust | NONE | $11,475 | not reported in the loaded dataset |