2023 Form 5500 filing — Sheet Metal Worker'S Union Local 29 Disability 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 20250128174506NAL0008625523001) for Sheet Metal Worker'S Union Local 29 Disability Trust Fund, reported by Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust under EIN 48-0413828 and plan number 501. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128174506NAL0008625523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust
- EIN
- 48-0413828
- Plan number
- 501
- Location
- Wichita, KS
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $876,731
- Total liabilities (EOY)
- $2,769
- Net assets (EOY)
- $873,962
- Employer contributions
- $112,902
- Total income / additions
- $201,613
- Benefits paid
- $44,959
- Administrative expenses
- $19,497
- Total expenses
- $64,456
- Net increase / (decrease)
- $137,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morrow & Co. LLC | AUDITOR | $9,815 | not reported in the loaded dataset |
| Southwest National Bank Trust Dept. | CUSTODIAN/INVESTMENT ADV | $5,372 | not reported in the loaded dataset |
| Gallagher Benefit Services, Inc | ADMINISTRATIVE & OTHER | $1,500 | not reported in the loaded dataset |