2023 Form 5500 filing — Sheet Metal Workers Annuity Fund Local Union No. 19
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 20250214154537NAL0041289136001) for Sheet Metal Workers Annuity Fund Local Union No. 19, reported by Bd Of Trustees Of The Smw Annuity Fund under EIN 23-2245696 and plan number 001. It reports 3,667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214154537NAL0041289136001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of The Smw Annuity Fund
- EIN
- 23-2245696
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 3,667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $455,536,615
- Total liabilities (EOY)
- $316,077
- Net assets (EOY)
- $455,220,538
- Employer contributions
- $21,080,928
- Total income / additions
- $79,516,102
- Benefits paid
- $32,724,033
- Administrative expenses
- $440,348
- Total expenses
- $31,838,085
- Net increase / (decrease)
- $47,678,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Workers Loc #19 Pension | RELATED PARTY | $260,652 | not reported in the loaded dataset |
| Investment Performance Services, | NONE | $82,500 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $24,900 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $17,911 | not reported in the loaded dataset |
| Susanin, Widman & Brennan | NONE | $16,391 | not reported in the loaded dataset |
| Td Bank, Na | NONE | $6,976 | not reported in the loaded dataset |
| Kennedy Printing Company Inc. | NONE | $5,665 | not reported in the loaded dataset |