2023 Form 5500 filing — Sheet Metal Workers International Association Lo. Union 19 Supplemental Unemployment Benefit Fd
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 20250214154537NAL0041289136002) for Sheet Metal Workers International Association Lo. Union 19 Supplemental Unemployment Benefit Fd, reported by Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment under EIN 23-2681497 and plan number 501. It reports 1,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214154537NAL0041289136002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment
- EIN
- 23-2681497
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 1,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,130,615
- Total liabilities (EOY)
- $214,231
- Net assets (EOY)
- $7,916,384
- Employer contributions
- $6,298,985
- Total income / additions
- $6,543,699
- Benefits paid
- $4,425,973
- Administrative expenses
- $506,669
- Total expenses
- $4,932,642
- Net increase / (decrease)
- $1,611,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Workers Loc #19 Pension | RELATED PARTY | $397,089 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $14,464 | not reported in the loaded dataset |
| Td Bank N.A. | NONE | $11,330 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $11,200 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $7,000 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $5,970 | not reported in the loaded dataset |
| Susanin, Widman & Brennan | NONE | $5,464 | not reported in the loaded dataset |