Sheet Metal Workers Local #44 Retirement Income Plan — Form 5500 plan (Sheet Metal Workers Local #44 Retirement Plan)
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 #44 Retirement Income Plan is a benefit plan reported by Sheet Metal Workers Local #44 Retirement Plan under EIN 23-6537135 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $32,216,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local #44 Retirement Plan
- EIN
- 23-6537135
- Plan number
- 001
- Plan type
- 1
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $32,216,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20241009150214NAL0033140640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,216,969
- Total liabilities (EOY)
- $8,291
- Net assets (EOY)
- $32,208,678
- Net assets (BOY)
- $28,837,784
Income & contributions
- Employer contributions
- $2,765,302
- Total contributions
- $2,789,143
- Total income / additions
- $6,406,297
Expenses & distributions
- Benefits paid
- $2,799,960
- Administrative expenses
- $235,443
- Total expenses
- $3,035,403
- Net increase / (decrease)
- $3,370,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Berkshire Asset Management | NONE | $113,925 | not reported in the loaded dataset | 2023 |
| Lawrence C Musgrove Associates | NONE | $35,640 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $25,660 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $17,554 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $9,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local #44 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes Barre, PA
- Berkshire Asset Management — Schedule C compensation
- Lawrence C Musgrove Associates — Schedule C compensation
- Foster & Foster — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation