Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan — Form 5500 plan (Sheet Metal Workers Local 33)
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 33 Profit Sharing Annuity Plan is a benefit plan reported by Sheet Metal Workers Local 33 under EIN 31-1524549 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,382 participants and $154,012,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 33
- EIN
- 31-1524549
- Plan number
- 001
- Plan type
- 1
- Location
- Parma, OH
- Latest filing year
- 2023
- Participants
- 4,382
- End-of-year plan assets
- $154,012,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,382 | H, C | 20241007114138NAL0031627410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,012,454
- Total liabilities (EOY)
- $31,887
- Net assets (EOY)
- $153,980,567
- Net assets (BOY)
- $129,683,706
Income & contributions
- Employer contributions
- $14,494,464
- Total contributions
- $14,494,464
- Total income / additions
- $31,799,503
Expenses & distributions
- Benefits paid
- $7,113,252
- Administrative expenses
- $389,390
- Total expenses
- $7,502,642
- Net increase / (decrease)
- $24,296,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Workers Local 33 Psap | PLAN SPONSOR | $256,513 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $141,419 | $0 | 2023 |
| Morgan Stanley Global Banking | NONE | $89,075 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $51,111 | not reported in the loaded dataset | 2023 |
| Smw Local 33 | CONTRACT ADMINISTRATOR | $34,477 | not reported in the loaded dataset | 2023 |
| Allotta Farley Co., L.P.A. | NONE | $27,894 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Ins. Co. | NONE | $18,641 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $10,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 33
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Parma, OH
- Sheet Metal Workers Local 33 Psap — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Smw Local 33 — Schedule C compensation
- Allotta Farley Co., L.P.A. — Schedule C compensation
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation