2023 Form 5500 filing — Sheet Metal Workers Local 218(D) Defined Contribution 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 20250602172601NAL0009684209001) for Sheet Metal Workers Local 218(D) Defined Contribution Plan, reported by Trustees Of The Smw Local 218(D) Defined Contribution Plan under EIN 36-4048417 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250602172601NAL0009684209001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Smw Local 218(D) Defined Contribution Plan
- EIN
- 36-4048417
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,025,501
- Total liabilities (EOY)
- $10,090
- Net assets (EOY)
- $15,015,411
- Employer contributions
- $743,040
- Total income / additions
- $3,506,230
- Benefits paid
- $4,376,186
- Administrative expenses
- $117,202
- Total expenses
- $4,493,388
- Net increase / (decrease)
- -$987,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthscope Benefits | NONE | $31,050 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgmnt Co | NONE | $30,006 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $14,500 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $11,250 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $11,043 | $0 |
| Cavanaugh & O'Hara, Llp | NONE | $7,204 | not reported in the loaded dataset |