Sheet Metal Workers International Association Local 73 Annuity Plan — Form 5500 plan (Trustees Of Sheet Metal Workers Int'L Association Local No. 73)
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 73 Annuity Plan is a benefit plan reported by Trustees Of Sheet Metal Workers Int'L Association Local No. 73 under EIN 20-5002115 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,903 participants and $652,973,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers Int'L Association Local No. 73
- EIN
- 20-5002115
- Plan number
- 003
- Plan type
- 1
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 2,903
- End-of-year plan assets
- $652,973,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,903 | H, C | 20250312083400NAL0030232448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $652,973,377
- Net assets (EOY)
- $652,973,377
- Net assets (BOY)
- $560,203,277
Income & contributions
- Employer contributions
- $40,173,004
- Total contributions
- $40,173,004
- Total income / additions
- $142,039,723
Expenses & distributions
- Benefits paid
- $48,618,393
- Administrative expenses
- $651,230
- Total expenses
- $49,269,623
- Net increase / (decrease)
- $92,770,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $147,252 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $44,363 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $41,933 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Karen Meifert | EMPLOYEE | $38,570 | not reported in the loaded dataset | 2023 |
| Magaly Nava | EMPLOYEE | $32,443 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Instl Ops | NONE | $31,268 | $0 | 2023 |
| James Feinberg | EMPLOYEE | $30,311 | not reported in the loaded dataset | 2023 |
| Patrick Ludvigsen | EMPLOYEE | $26,575 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $17,719 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $14,908 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, LLC | NONE | $13,596 | not reported in the loaded dataset | 2023 |
| Richard Wolf & Co | NONE | $9,225 | not reported in the loaded dataset | 2023 |
| Ntiva, Inc. | NONE | $5,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers Int'L Association Local No. 73
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Strategic Advisors, Inc. — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- Karen Meifert — Schedule C compensation
- Magaly Nava — Schedule C compensation
- Fidelity Investments Instl Ops — Schedule C compensation
- James Feinberg — Schedule C compensation
- Patrick Ludvigsen — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Calibre Cpa Group, LLC — Schedule C compensation
- Richard Wolf & Co — Schedule C compensation
- Ntiva, Inc. — Schedule C compensation