2023 Form 5500 filing — Sheet Metal Workers Local No. 71 Industry Welfare Trust 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 20241015122750NAL0028417793001) for Sheet Metal Workers Local No. 71 Industry Welfare Trust Fund, reported by Sheet Metal Workers Local No. 71 Industry Welfare Trust Fund under EIN 16-0864434 and plan number 501. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122750NAL0028417793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 71 Industry Welfare Trust Fund
- EIN
- 16-0864434
- Plan number
- 501
- Location
- Buffalo, NY
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,758,491
- Total liabilities (EOY)
- $628,384
- Net assets (EOY)
- $7,130,107
- Employer contributions
- $5,175,744
- Participant contributions
- $46,609
- Total income / additions
- $6,616,176
- Benefits paid
- $5,707,434
- Administrative expenses
- $525,296
- Total expenses
- $6,232,730
- Net increase / (decrease)
- $383,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Hake | EMPLOYEE | $67,985 | not reported in the loaded dataset |
| Segal Consulting | NONE | $40,914 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $22,975 | $0 |
| Tronconi Segarra & Associates, Llp | NONE | $20,296 | not reported in the loaded dataset |
| Lipsitz, Green, Scime, Cambria Llp | NONE | $8,058 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | NONE | $5,464 | not reported in the loaded dataset |
| Pca Technology Group, Inc. | NONE | $5,025 | not reported in the loaded dataset |