Sheet Metal Workers International Association Local 112 Welfare Fund — Form 5500 plan (Sheet Metal Workers Local 112 Welfare 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 International Association Local 112 Welfare Fund is a benefit plan reported by Sheet Metal Workers Local 112 Welfare Fund under EIN 16-6052225 and plan number 501. The latest loaded filing year is 2023. The filing reports 181 participants and $12,078,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 112 Welfare Fund
- EIN
- 16-6052225
- Plan number
- 501
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $12,078,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241011140201NAL0021998577004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,078,975
- Total liabilities (EOY)
- $58,597
- Net assets (EOY)
- $12,020,378
- Net assets (BOY)
- $10,668,455
Income & contributions
- Employer contributions
- $3,796,529
- Participant contributions
- $32,698
- Total contributions
- $3,829,227
- Total income / additions
- $4,610,563
Expenses & distributions
- Benefits paid
- $2,954,383
- Administrative expenses
- $304,257
- Total expenses
- $3,258,640
- Net increase / (decrease)
- $1,351,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Scaptura | EMPLOYEE | $121,237 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $27,472 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $20,456 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $16,100 | not reported in the loaded dataset | 2023 |
| Proflex Administrators LLC | CONTRACT ADMINISTRATOR | $13,249 | not reported in the loaded dataset | 2023 |
| Mvp Select Care | CONTRACT ADMINISTRATOR | $9,847 | not reported in the loaded dataset | 2023 |
| Judith J Gush | OUTSIDE ACCOUNTANT | $8,100 | not reported in the loaded dataset | 2023 |
| Osullivan Associates | ACTUARY | $6,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 112 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- M Scaptura — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Sheet Metal Workers Local 112 — Schedule C compensation
- Mengel, Metzger, Barr & Co. Llp — Schedule C compensation
- Proflex Administrators LLC — Schedule C compensation
- Mvp Select Care — Schedule C compensation
- Judith J Gush — Schedule C compensation
- Osullivan Associates — Schedule C compensation