2023 Form 5500 filing — Sm Workers Local 49 Defined Contribution Pension Plan
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 20241213170546NAL0016019249001) for Sm Workers Local 49 Defined Contribution Pension Plan, reported by Board Of Trustees Sm Workers Local 49 Defined Contribution Plan under EIN 74-2846833 and plan number 001. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213170546NAL0016019249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sm Workers Local 49 Defined Contribution Plan
- EIN
- 74-2846833
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 1,011
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,542,174
- Total liabilities (EOY)
- $26,002
- Net assets (EOY)
- $22,516,172
- Employer contributions
- $383,400
- Participant contributions
- $1,715,729
- Total income / additions
- $6,187,327
- Benefits paid
- $1,325,929
- Administrative expenses
- $187,971
- Total expenses
- $1,513,900
- Net increase / (decrease)
- $4,673,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services LLC | NONE | $112,664 | not reported in the loaded dataset |
| Matrix Trust Co | NONE | $103,505 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $28,247 | not reported in the loaded dataset |
| Marsh & Mclennon | NONE | $11,724 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $8,106 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelley Plc | NONE | $6,035 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $5,764 | not reported in the loaded dataset |