Sheet Metal Workers Local 112 Annuity Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 112 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 112 Annuity Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local 112 Annuity Fund under EIN 16-1350306 and plan number 005. The latest loaded filing year is 2023. The filing reports 370 participants and $28,175,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 112 Annuity Fund
- EIN
- 16-1350306
- Plan number
- 005
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $28,175,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20250814090302NAL0008955331002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,175,282
- Total liabilities (EOY)
- $3,990
- Net assets (EOY)
- $28,171,292
- Net assets (BOY)
- $24,557,443
Income & contributions
- Employer contributions
- $1,272,312
- Total contributions
- $1,272,312
- Total income / additions
- $6,480,177
Expenses & distributions
- Benefits paid
- $2,791,208
- Administrative expenses
- $70,040
- Total expenses
- $2,866,328
- Net increase / (decrease)
- $3,613,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Workers Local 112 Ann | PLAN SPONSOR | $54,897 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $17,400 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $15,261 | not reported in the loaded dataset | 2023 |
| Smw Local 112 Welfare Fund | UNION BENEFIT FUND | $13,164 | not reported in the loaded dataset | 2023 |
| Judith J Gush | OUTSIDE ACCOUNTANT | $5,440 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGR | $2,441 | not reported in the loaded dataset | 2023 |
| Invesco | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| American Century | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Mass Mutual | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local 112 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- Sheet Metal Workers Local 112 Ann — Schedule C compensation
- Mengel, Metzger, Barr & Co. Llp — Schedule C compensation
- Sheet Metal Workers Local 112 — Schedule C compensation
- Smw Local 112 Welfare Fund — Schedule C compensation
- Judith J Gush — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Invesco — Schedule C compensation
- American Century — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Mass Mutual — Schedule C compensation