Sheet Metal Workers Local Union No. 28 Annuity Fund — Form 5500 plan (Board Of Trustees Of Smw Lu No. 28 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, Sheet Metal Workers Local Union No. 28 Annuity Fund is a benefit plan reported by Board Of Trustees Of Smw Lu No. 28 Annuity Fund under EIN 13-3073165 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,150 participants and $571,462,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smw Lu No. 28 Annuity Fund
- EIN
- 13-3073165
- Plan number
- 002
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 4,150
- End-of-year plan assets
- $571,462,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,150 | H, C | 20241012104115NAL0013279715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $571,462,434
- Total liabilities (EOY)
- $30,322
- Net assets (EOY)
- $571,432,112
- Net assets (BOY)
- $541,381,069
Income & contributions
- Employer contributions
- $24,452,196
- Total contributions
- $24,452,196
- Total income / additions
- $85,431,377
Expenses & distributions
- Benefits paid
- $54,007,960
- Administrative expenses
- $718,294
- Total expenses
- $55,380,334
- Net increase / (decrease)
- $30,051,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Colleran, O'Hara & Mills Llp | NONE | $71,854 | not reported in the loaded dataset | 2023 |
| Rashanna Johnson | EMPLOYEE | $56,134 | not reported in the loaded dataset | 2023 |
| Glen Camisa | EMPLOYEE | $45,170 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $44,970 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Carlos Andrade | EMPLOYEE | $31,905 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $23,832 | not reported in the loaded dataset | 2023 |
| Flexible Business Systems | NONE | $15,516 | not reported in the loaded dataset | 2023 |
| Data Research Group | NONE | $11,954 | not reported in the loaded dataset | 2023 |
| Syntonic System, Inc | NONE | $7,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smw Lu No. 28 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Colleran, O'Hara & Mills Llp — Schedule C compensation
- Rashanna Johnson — Schedule C compensation
- Glen Camisa — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Carlos Andrade — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Flexible Business Systems — Schedule C compensation
- Data Research Group — Schedule C compensation
- Syntonic System, Inc — Schedule C compensation