2023 Form 5500 filing — Sheet Metal Workers Local Union No. 80 Annuity 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 20250805123017NAL0001817361001) for Sheet Metal Workers Local Union No. 80 Annuity Fund, reported by The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity under EIN 38-2941426 and plan number 002. It reports 1,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250805123017NAL0001817361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity
- EIN
- 38-2941426
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 1,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,124,482
- Total liabilities (EOY)
- $36,637
- Net assets (EOY)
- $121,087,845
- Employer contributions
- $4,841,228
- Participant contributions
- $2,135,139
- Total income / additions
- $22,906,945
- Benefits paid
- $6,596,006
- Administrative expenses
- $278,861
- Total expenses
- $6,874,867
- Net increase / (decrease)
- $16,032,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $106,114 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $69,999 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $17,199 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $16,500 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti Pc | NONE | $10,818 | not reported in the loaded dataset |
| The Pnc Financial Services Group | NONE | $10,188 | not reported in the loaded dataset |