Sheet Metal Workers Local No. 292 Supplemental Unemployment Benefit Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. 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 No. 292 Supplemental Unemployment Benefit Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund under EIN 23-7205462 and plan number 801. The latest loaded filing year is 2023. The filing reports 703 participants and $2,763,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund
- EIN
- 23-7205462
- Plan number
- 801
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 703
- End-of-year plan assets
- $2,763,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 703 | H, C | 20250115081505NAL0021463953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,763,956
- Total liabilities (EOY)
- $20,889
- Net assets (EOY)
- $2,743,067
- Net assets (BOY)
- $2,407,818
Income & contributions
- Employer contributions
- $696,889
- Total contributions
- $696,889
- Total income / additions
- $857,883
Expenses & distributions
- Benefits paid
- $393,903
- Administrative expenses
- $128,731
- Total expenses
- $522,634
- Net increase / (decrease)
- $335,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $70,643 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | SEE ATTACHED | $8,900 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $8,851 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick, Calati & Prifti | SEE ATTACHED | $5,387 | not reported in the loaded dataset | 2023 |
| The Segal | NONE | $5,007 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Cumberland Financial | NONE | $0 | $0 | 2023 |
| Delaware Investments | NONE | $0 | $0 | 2023 |
| Aristotle Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Watkins, Pawlick, Calati & Prifti — Schedule C compensation
- The Segal — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Cumberland Financial — Schedule C compensation
- Delaware Investments — Schedule C compensation
- Aristotle Investments — Schedule C compensation