Sheet Metal Workers Local 22 - Annuity Fund — Form 5500 plan (Sheet Metal Workers Local 22 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 22 - Annuity Fund is a benefit plan reported by Sheet Metal Workers Local 22 Annuity Fund under EIN 22-7375195 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $77,555,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 22 Annuity Fund
- EIN
- 22-7375195
- Plan number
- 002
- Plan type
- 1
- Location
- Cranford, NJ
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $77,555,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20250314104200NAL0044173890004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,555,607
- Total liabilities (EOY)
- $11,000
- Net assets (EOY)
- $77,544,607
- Net assets (BOY)
- $70,711,589
Income & contributions
- Employer contributions
- $2,666,554
- Total contributions
- $2,666,554
- Total income / additions
- $12,056,757
Expenses & distributions
- Benefits paid
- $4,841,408
- Administrative expenses
- $382,331
- Total expenses
- $5,223,739
- Net increase / (decrease)
- $6,833,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Investments | NONE | $271,081 | not reported in the loaded dataset | 2023 |
| Issi | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $13,200 | not reported in the loaded dataset | 2023 |