Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18 — Form 5500 plan (Board Of Trustees Of The Retirement 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, Retirement Plan For Employees Represented By Sheet Metal Workers Local Union 18 is a benefit plan reported by Board Of Trustees Of The Retirement Plan under EIN 39-6135887 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,297 participants and $334,293,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Retirement Plan
- EIN
- 39-6135887
- Plan number
- 001
- Plan type
- 1
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 2,297
- End-of-year plan assets
- $334,293,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,297 | H, C | 20241011164440NAL0039529344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $334,293,046
- Total liabilities (EOY)
- $64,866
- Net assets (EOY)
- $334,228,180
- Net assets (BOY)
- $278,791,179
Income & contributions
- Employer contributions
- $14,257,627
- Participant contributions
- $173,328
- Total contributions
- $14,430,955
- Total income / additions
- $65,640,251
Expenses & distributions
- Benefits paid
- $9,714,687
- Administrative expenses
- $488,563
- Total expenses
- $10,203,250
- Net increase / (decrease)
- $55,437,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | RECORDKEEPER | $155,806 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren Sc | LEGAL | $93,632 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration Of Wi | PLAN ADMINISTRATOR | $88,137 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC Fka Bogdahn | CONSULTANT | $45,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $32,784 | $0 | 2023 |
| Wisconsin Sheet Metal H&W Fund | OTHER SERVICES | $21,355 | not reported in the loaded dataset | 2023 |
| Sikich Llp | ACCOUNTANT | $14,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Milliman — Schedule C compensation
- Reinhart Boerner Van Deuren Sc — Schedule C compensation
- Benefit Plan Administration Of Wi — Schedule C compensation
- Andco Consulting LLC Fka Bogdahn — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Wisconsin Sheet Metal H&W Fund — Schedule C compensation
- Sikich Llp — Schedule C compensation