Smart Local 137 Annuity Fund — Form 5500 plan (Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity 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, Smart Local 137 Annuity Fund is a benefit plan reported by Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund under EIN 13-2866830 and plan number 002. The latest loaded filing year is 2023. The filing reports 404 participants and $74,578,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund
- EIN
- 13-2866830
- Plan number
- 002
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $74,578,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20240729132118NAL0012543059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,578,861
- Total liabilities (EOY)
- $70,689
- Net assets (EOY)
- $74,508,172
- Net assets (BOY)
- $67,180,564
Income & contributions
- Employer contributions
- $2,728,742
- Participant contributions
- $307,548
- Total contributions
- $3,036,290
- Total income / additions
- $11,566,328
Expenses & distributions
- Benefits paid
- $3,872,037
- Administrative expenses
- $276,787
- Total expenses
- $4,238,720
- Net increase / (decrease)
- $7,327,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $44,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $36,750 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills Llp | ATTORNEY | $19,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Schultheis & Panettieri, Llp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Colleran, O'Hara & Mills Llp — Schedule C compensation