Sheet Metal Workers Local 219 Retirement Savings Fund — Form 5500 plan (Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.)
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 219 Retirement Savings Fund is a benefit plan reported by Board Of Trustees - Sheet Metal Workers Local 219 R.S.P. under EIN 36-4343290 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $183,623,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.
- EIN
- 36-4343290
- Plan number
- 001
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $183,623,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20241008144539NAL0016880081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,623,720
- Total liabilities (EOY)
- $22,775
- Net assets (EOY)
- $183,600,945
- Net assets (BOY)
- $157,631,337
Income & contributions
- Employer contributions
- $9,291,061
- Total contributions
- $9,291,061
- Total income / additions
- $32,863,116
Expenses & distributions
- Benefits paid
- $6,675,071
- Administrative expenses
- $218,437
- Total expenses
- $6,893,508
- Net increase / (decrease)
- $25,969,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $72,000 | not reported in the loaded dataset | 2023 |
| Smart Local Union 219 | AFFILIATED UNION | $59,052 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $27,539 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $23,794 | not reported in the loaded dataset | 2023 |
| American Realty Advisors LLC | NONE | $18,931 | not reported in the loaded dataset | 2023 |
| Tricon Housing Partners Us Ii B Lp | NONE | $6,934 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $63 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Meketa Investment Group — Schedule C compensation
- Smart Local Union 219 — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- American Realty Advisors LLC — Schedule C compensation
- Tricon Housing Partners Us Ii B Lp — Schedule C compensation
- Td Ameritrade — Schedule C compensation