2023 Form 5500 filing — Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement
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 20250311141959NAL0010757939001) for Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement, reported by Sheet Metal Workers Local Union No. 268 under EIN 37-0557803 and plan number 001. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311141959NAL0010757939001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union No. 268
- EIN
- 37-0557803
- Plan number
- 001
- Location
- Caseyville, IL
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,923,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,923,910
- Employer contributions
- $2,464,038
- Total income / additions
- $11,102,892
- Benefits paid
- $2,854,275
- Administrative expenses
- $315,947
- Total expenses
- $3,170,222
- Net increase / (decrease)
- $7,932,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Workers Local 268 | AFFILIATE | $66,162 | not reported in the loaded dataset |
| Ekon Advisors | NONE | $54,342 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $50,532 | not reported in the loaded dataset |
| Sheet Metal Workers 268 H&W Fund | AFFILIATE | $20,834 | not reported in the loaded dataset |
| Lincoln Financial | NONE | $13,782 | not reported in the loaded dataset |
| Matrix Trust | NONE | $11,321 | not reported in the loaded dataset |
| Richard J. Breslin, Cpa | NONE | $9,745 | not reported in the loaded dataset |
| Hammond And Shinners, P.C. | NONE | $5,280 | not reported in the loaded dataset |