Sheet Metal Workers Local 17 Annuity Income Fund — Form 5500 plan (Sheet Metal Workers Local No. 17 Annuity Income Fund)
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 Workers Local 17 Annuity Income Fund is a benefit plan reported by Sheet Metal Workers Local No. 17 Annuity Income Fund under EIN 04-6394579 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,139 participants and $616,742,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 17 Annuity Income Fund
- EIN
- 04-6394579
- Plan number
- 003
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 3,139
- End-of-year plan assets
- $616,742,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,139 | H, C | 20250114102801NAL0010891779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $616,742,666
- Total liabilities (EOY)
- $537,703
- Net assets (EOY)
- $616,204,963
- Net assets (BOY)
- $540,193,324
Income & contributions
- Employer contributions
- $28,015,996
- Total contributions
- $28,015,996
- Total income / additions
- $106,652,556
Expenses & distributions
- Benefits paid
- $29,595,801
- Administrative expenses
- $1,045,116
- Total expenses
- $30,640,917
- Net increase / (decrease)
- $76,011,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smw Annuity | NONE | $467,013 | not reported in the loaded dataset | 2023 |
| Smw Insurance | NONE | $331,728 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $165,000 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $160,172 | 2023 |
| Newton Investment Management | NONE | $132,402 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $107,629 | $0 | 2023 |
| Lsv Investment | NONE | $107,280 | not reported in the loaded dataset | 2023 |
| Columbia Asset Management | NONE | $103,112 | not reported in the loaded dataset | 2023 |
| Blackstone Alternative Asset | NONE | $102,093 | not reported in the loaded dataset | 2023 |
| Income Research Management | NONE | $74,049 | not reported in the loaded dataset | 2023 |
| Manzi & Associates | NONE | $58,104 | not reported in the loaded dataset | 2023 |
| Union Labor Life | NONE | $31,545 | $0 | 2023 |
| Lapier, Dillon And Associates Pc | NONE | $19,276 | not reported in the loaded dataset | 2023 |
| Krakow, Souris & Landry | NONE | $18,873 | not reported in the loaded dataset | 2023 |
| Novak Francella,LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | NONE | $17,418 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $13,850 | not reported in the loaded dataset | 2023 |
| Wellesley 1921 Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 17 Annuity Income Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Smw Annuity — Schedule C compensation
- Smw Insurance — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Lsv Investment — Schedule C compensation
- Columbia Asset Management — Schedule C compensation
- Blackstone Alternative Asset — Schedule C compensation
- Income Research Management — Schedule C compensation
- Manzi & Associates — Schedule C compensation
- Union Labor Life — Schedule C compensation
- Lapier, Dillon And Associates Pc — Schedule C compensation
- Krakow, Souris & Landry — Schedule C compensation
- Novak Francella,LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Wellesley 1921 Fund — Schedule C compensation