Sheet Metal Workers International Association Lo. Union 19 Supplemental Unemployment Benefit Fd — Form 5500 plan (Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment)
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 Lo. Union 19 Supplemental Unemployment Benefit Fd is a benefit plan reported by Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment under EIN 23-2681497 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,837 participants and $8,130,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment
- EIN
- 23-2681497
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,837
- End-of-year plan assets
- $8,130,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,837 | H, C | 20250214154537NAL0041289136002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,130,615
- Total liabilities (EOY)
- $214,231
- Net assets (EOY)
- $7,916,384
- Net assets (BOY)
- $6,305,327
Income & contributions
- Employer contributions
- $6,298,985
- Total contributions
- $6,298,985
- Total income / additions
- $6,543,699
Expenses & distributions
- Benefits paid
- $4,425,973
- Administrative expenses
- $506,669
- Total expenses
- $4,932,642
- Net increase / (decrease)
- $1,611,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Workers Loc #19 Pension | RELATED PARTY | $397,089 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $14,464 | not reported in the loaded dataset | 2023 |
| Td Bank N.A. | NONE | $11,330 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $11,200 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $5,970 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan | NONE | $5,464 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment
- 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
- Chartwell Investment Partners LLC — Schedule C compensation
- Td Bank N.A. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Susanin, Widman & Brennan — Schedule C compensation