Sheet Metal Workers Local 218(D) Defined Contribution Plan — Form 5500 plan (Trustees Of The Smw Local 218(D) Defined Contribution 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 218(D) Defined Contribution Plan is a benefit plan reported by Trustees Of The Smw Local 218(D) Defined Contribution Plan under EIN 36-4048417 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $15,025,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Smw Local 218(D) Defined Contribution Plan
- EIN
- 36-4048417
- Plan number
- 002
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $15,025,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250602172601NAL0009684209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,025,501
- Total liabilities (EOY)
- $10,090
- Net assets (EOY)
- $15,015,411
- Net assets (BOY)
- $16,002,569
Income & contributions
- Employer contributions
- $743,040
- Total contributions
- $743,040
- Total income / additions
- $3,506,230
Expenses & distributions
- Benefits paid
- $4,376,186
- Administrative expenses
- $117,202
- Total expenses
- $4,493,388
- Net increase / (decrease)
- -$987,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthscope Benefits | NONE | $31,050 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmnt Co | NONE | $30,006 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $11,043 | $0 | 2023 |
| Cavanaugh & O'Hara, Llp | NONE | $7,204 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Smw Local 218(D) Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Healthscope Benefits — Schedule C compensation
- Northwestern Mutual Wealth Mgmnt Co — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Cavanaugh & O'Hara, Llp — Schedule C compensation