Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement — Form 5500 plan (Sheet Metal Workers Local Union No. 268)
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, Int'L Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement is a benefit plan reported by Sheet Metal Workers Local Union No. 268 under EIN 37-0557803 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $59,923,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No. 268
- EIN
- 37-0557803
- Plan number
- 001
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $59,923,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20250311141959NAL0010757939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,923,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,923,910
- Net assets (BOY)
- $51,991,240
Income & contributions
- Employer contributions
- $2,464,038
- Total contributions
- $2,464,038
- Total income / additions
- $11,102,892
Expenses & distributions
- Benefits paid
- $2,854,275
- Administrative expenses
- $315,947
- Total expenses
- $3,170,222
- Net increase / (decrease)
- $7,932,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Workers Local 268 | AFFILIATE | $66,162 | not reported in the loaded dataset | 2023 |
| Ekon Advisors | NONE | $54,342 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $50,532 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers 268 H&W Fund | AFFILIATE | $20,834 | not reported in the loaded dataset | 2023 |
| Lincoln Financial | NONE | $13,782 | not reported in the loaded dataset | 2023 |
| Matrix Trust | NONE | $11,321 | not reported in the loaded dataset | 2023 |
| Richard J. Breslin, Cpa | NONE | $9,745 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, P.C. | NONE | $5,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union No. 268
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Caseyville, IL
- Sheet Metal Workers Local 268 — Schedule C compensation
- Ekon Advisors — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Sheet Metal Workers 268 H&W Fund — Schedule C compensation
- Lincoln Financial — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Richard J. Breslin, Cpa — Schedule C compensation
- Hammond And Shinners, P.C. — Schedule C compensation