Sheet Metal, Air, Rail Tranportation Local 27 Educ — Form 5500 plan (Smart Local 27 Educational Fund Trustees)
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, Air, Rail Tranportation Local 27 Educ is a benefit plan reported by Smart Local 27 Educational Fund Trustees under EIN 22-2568877 and plan number 503. The latest loaded filing year is 2023. The filing reports 423 participants and $2,068,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Local 27 Educational Fund Trustees
- EIN
- 22-2568877
- Plan number
- 503
- Plan type
- 1
- Location
- Farmingdale, NJ
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $2,068,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20241014183107NAL0047166784002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,068,726
- Total liabilities (EOY)
- $408,956
- Net assets (EOY)
- $1,659,770
- Net assets (BOY)
- $1,470,984
Income & contributions
- Employer contributions
- $1,070,841
- Total contributions
- $1,070,841
- Total income / additions
- $1,554,326
Expenses & distributions
- Benefits paid
- $513,846
- Administrative expenses
- $851,694
- Total expenses
- $1,365,540
- Net increase / (decrease)
- $188,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chris George | EMPLOYEE | $178,177 | not reported in the loaded dataset | 2023 |
| John Espinos | EMPLOYEE | $178,177 | not reported in the loaded dataset | 2023 |
| Smart 27 Local Union | RELATED FUND | $92,472 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky | NONE | $17,254 | not reported in the loaded dataset | 2023 |
| Smart 27 Health & Welfare Fund | RELATED FUND | $13,591 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart Local 27 Educational Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Farmingdale, NJ
- Chris George — Schedule C compensation
- John Espinos — Schedule C compensation
- Smart 27 Local Union — Schedule C compensation
- Mspc — Schedule C compensation
- O'Brien Belland & Bushinsky — Schedule C compensation
- Smart 27 Health & Welfare Fund — Schedule C compensation