2023 Form 5500 filing — Sheet Metal #10 Safe 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 20250410084202NAL0023952225001) for Sheet Metal #10 Safe Plan, reported by Trustees Of Sheet Metal #10 Safe Plan under EIN 03-0482434 and plan number 501. It reports 3,704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410084202NAL0023952225001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal #10 Safe Plan
- EIN
- 03-0482434
- Plan number
- 501
- Location
- Maplewood, MN
- Participants
- 3,704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,415,512
- Total liabilities (EOY)
- $24,878
- Net assets (EOY)
- $21,390,634
- Employer contributions
- $2,591,092
- Total income / additions
- $4,445,356
- Benefits paid
- $2,695,330
- Administrative expenses
- $333,849
- Total expenses
- $3,029,179
- Net increase / (decrease)
- $1,416,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Local #10 Control Board | RELATED PARTY | $153,444 | not reported in the loaded dataset |
| Milliman | NONE | $102,367 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $18,869 | not reported in the loaded dataset |
| Gradient Investments LLC | NONE | $16,131 | not reported in the loaded dataset |
| Meketa Investment Group, Inc | NONE | $15,000 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $11,307 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $3,678 | $0 |