2023 Form 5500 filing — Sheet Metal Workers Local No. 292 Supplemental Unemployment Benefit 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 20250115081505NAL0021463953001) for Sheet Metal Workers Local No. 292 Supplemental Unemployment Benefit Fund, reported by Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund under EIN 23-7205462 and plan number 801. It reports 703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115081505NAL0021463953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund
- EIN
- 23-7205462
- Plan number
- 801
- Location
- Troy, MI
- Participants
- 703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,763,956
- Total liabilities (EOY)
- $20,889
- Net assets (EOY)
- $2,743,067
- Employer contributions
- $696,889
- Total income / additions
- $857,883
- Benefits paid
- $393,903
- Administrative expenses
- $128,731
- Total expenses
- $522,634
- Net increase / (decrease)
- $335,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $70,643 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | SEE ATTACHED | $8,900 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $8,851 | not reported in the loaded dataset |
| Watkins, Pawlick, Calati & Prifti | SEE ATTACHED | $5,387 | not reported in the loaded dataset |
| The Segal | NONE | $5,007 | not reported in the loaded dataset |
| Clearbridge Investments | NONE | $0 | $0 |
| Cumberland Financial | NONE | $0 | $0 |
| Delaware Investments | NONE | $0 | $0 |
| Aristotle Investments | NONE | $0 | $0 |