Sheet Metal Workers Annuity Fund Local Union No. 19 — Form 5500 plan (Bd Of Trustees Of The Smw 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 Annuity Fund Local Union No. 19 is a benefit plan reported by Bd Of Trustees Of The Smw Annuity Fund under EIN 23-2245696 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,667 participants and $455,536,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of The Smw Annuity Fund
- EIN
- 23-2245696
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 3,667
- End-of-year plan assets
- $455,536,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,667 | H, C | 20250214154537NAL0041289136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $455,536,615
- Total liabilities (EOY)
- $316,077
- Net assets (EOY)
- $455,220,538
- Net assets (BOY)
- $407,542,521
Income & contributions
- Employer contributions
- $21,080,928
- Total contributions
- $21,083,327
- Total income / additions
- $79,516,102
Expenses & distributions
- Benefits paid
- $32,724,033
- Administrative expenses
- $440,348
- Total expenses
- $31,838,085
- Net increase / (decrease)
- $47,678,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Workers Loc #19 Pension | RELATED PARTY | $260,652 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, | NONE | $82,500 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $24,900 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $17,911 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan | NONE | $16,391 | not reported in the loaded dataset | 2023 |
| Td Bank, Na | NONE | $6,976 | not reported in the loaded dataset | 2023 |
| Kennedy Printing Company Inc. | NONE | $5,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of The Smw Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Sheet Metal Workers Loc #19 Pension — Schedule C compensation
- Investment Performance Services, — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Susanin, Widman & Brennan — Schedule C compensation
- Td Bank, Na — Schedule C compensation
- Kennedy Printing Company Inc. — Schedule C compensation