Sheet Metal Workers Local Union No. 80 Supplemental Unemployment Benefit Fund — Form 5500 plan (Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees)
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. 80 Supplemental Unemployment Benefit Fund is a benefit plan reported by Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees under EIN 38-6112387 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,027 participants and $14,977,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees
- EIN
- 38-6112387
- Plan number
- 502
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,027
- End-of-year plan assets
- $14,977,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20250317091507NAL0001570785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,977,248
- Total liabilities (EOY)
- $20,658
- Net assets (EOY)
- $14,956,590
- Net assets (BOY)
- $11,891,238
Income & contributions
- Employer contributions
- $2,211,225
- Total contributions
- $2,211,225
- Total income / additions
- $3,952,136
Expenses & distributions
- Benefits paid
- $683,632
- Administrative expenses
- $203,152
- Total expenses
- $886,784
- Net increase / (decrease)
- $3,065,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $58,174 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $45,731 | $0 | 2023 |
| Sheet Metal Workers Local No. 80 | SETTLOR | $12,140 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company | NONE | $11,200 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $5,423 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick, Calati & Prifti | NONE | $5,096 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Aristotle Funds | NONE | $0 | $0 | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Western Asset Management Company | NONE | $0 | $0 | 2023 |
| Earnet Partners | NONE | $0 | $0 | 2023 |
| Amundi Pioneer Asset Management | NONE | $0 | $0 | 2023 |
| Boyd Watterson | NONE | $0 | $0 | 2023 |
| Jpmorgan Asset Management | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees
- 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 Smith Barney, LLC — Schedule C compensation
- Sheet Metal Workers Local No. 80 — Schedule C compensation
- Benda, Grace, Stulz & Company — Schedule C compensation
- The Segal Company — Schedule C compensation
- Watkins, Pawlick, Calati & Prifti — Schedule C compensation
- John Hancock — Schedule C compensation
- Aristotle Funds — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Earnet Partners — Schedule C compensation
- Amundi Pioneer Asset Management — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Jpmorgan Asset Management — Schedule C compensation
- Cohen & Steers — Schedule C compensation