2023 Form 5500 filing — Sheet Metal Workers International Association Local 73 Annuity Plan
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 20250312083400NAL0030232448001) for Sheet Metal Workers International Association Local 73 Annuity Plan, reported by Trustees Of Sheet Metal Workers Int'L Association Local No. 73 under EIN 20-5002115 and plan number 003. It reports 2,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312083400NAL0030232448001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers Int'L Association Local No. 73
- EIN
- 20-5002115
- Plan number
- 003
- Location
- Hillside, IL
- Participants
- 2,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $652,973,377
- Net assets (EOY)
- $652,973,377
- Employer contributions
- $40,173,004
- Total income / additions
- $142,039,723
- Benefits paid
- $48,618,393
- Administrative expenses
- $651,230
- Total expenses
- $49,269,623
- Net increase / (decrease)
- $92,770,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $147,252 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $44,363 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $41,933 | not reported in the loaded dataset |
| Marquette Associates, Inc | NONE | $40,000 | not reported in the loaded dataset |
| Karen Meifert | EMPLOYEE | $38,570 | not reported in the loaded dataset |
| Magaly Nava | EMPLOYEE | $32,443 | not reported in the loaded dataset |
| Fidelity Investments Instl Ops | NONE | $31,268 | $0 |
| James Feinberg | EMPLOYEE | $30,311 | not reported in the loaded dataset |
| Patrick Ludvigsen | EMPLOYEE | $26,575 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $17,719 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $14,908 | not reported in the loaded dataset |
| Calibre Cpa Group, LLC | NONE | $13,596 | not reported in the loaded dataset |
| Richard Wolf & Co | NONE | $9,225 | not reported in the loaded dataset |
| Ntiva, Inc. | NONE | $5,219 | not reported in the loaded dataset |