Sheet Metal Workers Local 91 Annuity Plan — Form 5500 plan (Board Of Trustees Sheetmetal Workers Local 91 Annuity 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 91 Annuity Plan is a benefit plan reported by Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan under EIN 36-2952946 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $163,610,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan
- EIN
- 36-2952946
- Plan number
- 001
- Plan type
- 1
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $163,610,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240804142733NAL0000226339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,610,686
- Total liabilities (EOY)
- $24,727
- Net assets (EOY)
- $163,585,959
- Net assets (BOY)
- $145,603,101
Income & contributions
- Employer contributions
- $7,291,222
- Total contributions
- $7,291,222
- Total income / additions
- $28,013,892
Expenses & distributions
- Benefits paid
- $9,879,868
- Administrative expenses
- $151,166
- Total expenses
- $10,031,034
- Net increase / (decrease)
- $17,982,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc | NONE | $54,945 | $0 | 2023 |
| Investment Consulting Group | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, Cpa'S, LLC | NONE | $20,355 | not reported in the loaded dataset | 2023 |
| Quad City Bank And Trust | NONE | $10,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- The Vanguard Group, Inc — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Romolo & Associates, Cpa'S, LLC — Schedule C compensation
- Quad City Bank And Trust — Schedule C compensation