2023 Form 5500 filing — Sheet Metal Workers Local Union No. 80 Supplemental Unemployment Benefit 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 20250317091507NAL0001570785001) for Sheet Metal Workers Local Union No. 80 Supplemental Unemployment Benefit Fund, reported by Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees under EIN 38-6112387 and plan number 502. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317091507NAL0001570785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees
- EIN
- 38-6112387
- Plan number
- 502
- Location
- Troy, MI
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,977,248
- Total liabilities (EOY)
- $20,658
- Net assets (EOY)
- $14,956,590
- Employer contributions
- $2,211,225
- Total income / additions
- $3,952,136
- Benefits paid
- $683,632
- Administrative expenses
- $203,152
- Total expenses
- $886,784
- Net increase / (decrease)
- $3,065,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $58,174 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $45,731 | $0 |
| Sheet Metal Workers Local No. 80 | SETTLOR | $12,140 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company | NONE | $11,200 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,423 | not reported in the loaded dataset |
| Watkins, Pawlick, Calati & Prifti | NONE | $5,096 | not reported in the loaded dataset |
| John Hancock | NONE | $0 | $0 |
| Aristotle Funds | NONE | $0 | $0 |
| Clearbridge Investments | NONE | $0 | $0 |
| Western Asset Management Company | NONE | $0 | $0 |
| Earnet Partners | NONE | $0 | $0 |
| Amundi Pioneer Asset Management | NONE | $0 | $0 |
| Boyd Watterson | NONE | $0 | $0 |
| Jpmorgan Asset Management | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |