Sheet Metal Workers Local No.83 Annuity Fund — Form 5500 plan (Sheet Metal Workers Local No 83 Annuity)
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 No.83 Annuity Fund is a benefit plan reported by Sheet Metal Workers Local No 83 Annuity under EIN 14-1758410 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $38,445,832 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No 83 Annuity
- EIN
- 14-1758410
- Plan number
- 001
- Plan type
- 1
- Location
- Clifton Park, NY
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $38,445,832
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240905163938NAL0046998018002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,445,832
- Total liabilities (EOY)
- $3,664
- Net assets (EOY)
- $38,442,168
- Net assets (BOY)
- $33,736,905
Income & contributions
- Employer contributions
- $2,229,218
- Total contributions
- $2,318,978
- Total income / additions
- $8,347,459
Expenses & distributions
- Benefits paid
- $3,557,654
- Administrative expenses
- $84,542
- Total expenses
- $3,642,196
- Net increase / (decrease)
- $4,705,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | NONE | $70,955 | $15,074 | 2023 |
| Next Financial Group, Inc. | NONE | $0 | $49,150 | 2023 |
| Creative Pension Consultants, Inc. | NONE | $18,325 | not reported in the loaded dataset | 2023 |
| Teal, Becker, And Chiaramonte, Cpas | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| James M. Sheppard, Cpa | NONE | $9,240 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley & Murphy, P.C. | NONE | $7,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No 83 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Clifton Park, NY
- Nationwide Life Insurance Company — Schedule C compensation
- Next Financial Group, Inc. — Schedule C compensation
- Creative Pension Consultants, Inc. — Schedule C compensation
- Teal, Becker, And Chiaramonte, Cpas — Schedule C compensation
- James M. Sheppard, Cpa — Schedule C compensation
- Pozefsky, Bramley & Murphy, P.C. — Schedule C compensation