Sheet Metal Workers Local 24 Cincinnati Area Retirement Plan And Trust — Form 5500 plan (Sheet Metal Workers Unions Local 24)
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 24 Cincinnati Area Retirement Plan And Trust is a benefit plan reported by Sheet Metal Workers Unions Local 24 under EIN 31-1484966 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $53,064,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Unions Local 24
- EIN
- 31-1484966
- Plan number
- 001
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $53,064,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20250317143038NAL0003742386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,064,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,064,375
- Net assets (BOY)
- $44,921,605
Income & contributions
- Employer contributions
- $2,513,169
- Total contributions
- $2,513,169
- Total income / additions
- $11,992,649
Expenses & distributions
- Benefits paid
- $3,761,142
- Administrative expenses
- $88,737
- Total expenses
- $3,849,879
- Net increase / (decrease)
- $8,142,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $67,228 | $0 | 2023 |
| Horan Securities Inc. | NONE | $29,754 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $16,467 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi Sollars LLC | NONE | $13,246 | not reported in the loaded dataset | 2023 |
| Cai Insurance Agency Inc. | NONE | $11,300 | not reported in the loaded dataset | 2023 |
| Arthur J. Gallagher Risk Management | NONE | $6,053 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Unions Local 24
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Horan Securities Inc. — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Ledbetter Parisi Sollars LLC — Schedule C compensation
- Cai Insurance Agency Inc. — Schedule C compensation
- Arthur J. Gallagher Risk Management — Schedule C compensation