Sheet Metal #10 Safe Plan — Form 5500 plan (Trustees Of Sheet Metal #10 Safe Plan)
Plain-English plan 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, Sheet Metal #10 Safe Plan is a benefit plan reported by Trustees Of Sheet Metal #10 Safe Plan under EIN 03-0482434 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,704 participants and $21,415,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal #10 Safe Plan
- EIN
- 03-0482434
- Plan number
- 501
- Plan type
- 1
- Location
- Maplewood, MN
- Latest filing year
- 2023
- Participants
- 3,704
- End-of-year plan assets
- $21,415,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,704 | H, C | 20250410084202NAL0023952225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,415,512
- Total liabilities (EOY)
- $24,878
- Net assets (EOY)
- $21,390,634
- Net assets (BOY)
- $19,974,457
Income & contributions
- Employer contributions
- $2,591,092
- Total contributions
- $2,591,092
- Total income / additions
- $4,445,356
Expenses & distributions
- Benefits paid
- $2,695,330
- Administrative expenses
- $333,849
- Total expenses
- $3,029,179
- Net increase / (decrease)
- $1,416,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Local #10 Control Board | RELATED PARTY | $153,444 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $102,367 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $18,869 | not reported in the loaded dataset | 2023 |
| Gradient Investments LLC | NONE | $16,131 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $11,307 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $3,678 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal #10 Safe Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Maplewood, MN
- Sheet Metal Local #10 Control Board — Schedule C compensation
- Milliman — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Gradient Investments LLC — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Union Bank & Trust — Schedule C compensation