Sheet Metal Workers Local Union No. 292 Annuity Fund — Form 5500 plan (Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund)
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 Union No. 292 Annuity Fund is a benefit plan reported by Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund under EIN 38-3204600 and plan number 001. The latest loaded filing year is 2023. The filing reports 957 participants and $32,292,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund
- EIN
- 38-3204600
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $32,292,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20241014123008NAL0013280595002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,292,933
- Total liabilities (EOY)
- $44,032
- Net assets (EOY)
- $32,248,901
- Net assets (BOY)
- $27,441,738
Income & contributions
- Employer contributions
- $3,366,202
- Total contributions
- $3,366,202
- Total income / additions
- $7,642,813
Expenses & distributions
- Benefits paid
- $2,573,261
- Administrative expenses
- $262,389
- Total expenses
- $2,835,650
- Net increase / (decrease)
- $4,807,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc | NONE | $125,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $72,846 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | SEE ATTACHED | $13,900 | not reported in the loaded dataset | 2023 |
| American Graphics Printing | NONE | $12,934 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $11,173 | not reported in the loaded dataset | 2023 |
| Fidelity Investmetns | NONE | $8,531 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- American Graphics Printing — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Fidelity Investmetns — Schedule C compensation