Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan — Form 5500 plan (Board Of Trustees Sheet Metal, Air Youngstown District)
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, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan is a benefit plan reported by Board Of Trustees Sheet Metal, Air Youngstown District under EIN 34-6596079 and plan number 111. The latest loaded filing year is 2023. The filing reports 556 participants and $35,475,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal, Air Youngstown District
- EIN
- 34-6596079
- Plan number
- 111
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $35,475,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20241007131439NAL0015212497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,475,486
- Total liabilities (EOY)
- $25,572
- Net assets (EOY)
- $35,449,914
- Net assets (BOY)
- $31,759,021
Income & contributions
- Employer contributions
- $1,366,246
- Participant contributions
- $139,415
- Total contributions
- $1,505,661
- Total income / additions
- $6,402,851
Expenses & distributions
- Benefits paid
- $2,795,135
- Administrative expenses
- $154,163
- Total expenses
- $2,949,298
- Net increase / (decrease)
- $3,453,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asher Kelly | NONE | $42,599 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $39,859 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $14,018 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal, Air Youngstown District
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Asher Kelly — Schedule C compensation
- John Hancock — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Benesys — Schedule C compensation
- Packer Thomas — Schedule C compensation