2023 Form 5500 filing — Sheet Metal Workers' Intl Scholarship 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 20250402115837NAL0004891571001) for Sheet Metal Workers' Intl Scholarship Fund, reported by Board Of Trustees Of The Sheet Metal Workers Intl Scholarship Fund under EIN 52-1581247 and plan number 501. It reports 33,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402115837NAL0004891571001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers Intl Scholarship Fund
- EIN
- 52-1581247
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 33,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,343,601
- Total liabilities (EOY)
- $1,632,869
- Net assets (EOY)
- $3,710,732
- Employer contributions
- $566,918
- Total income / additions
- $956,045
- Benefits paid
- $491,605
- Administrative expenses
- $60,892
- Total expenses
- $552,497
- Net increase / (decrease)
- $403,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calibre Cpa Group, Pllc | NONE | $16,200 | not reported in the loaded dataset |
| The Dobbs Group/Graystone Consultin | NONE | $12,730 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | NONE | $10,615 | not reported in the loaded dataset |