Sheet Metal Workers Local Union No. 263 Retirement Savings Plan — Form 5500 plan (Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen)
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. 263 Retirement Savings Plan is a benefit plan reported by Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen under EIN 42-6498549 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $37,182,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen
- EIN
- 42-6498549
- Plan number
- 001
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $37,182,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20241012151335NAL0013437267003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,182,678
- Total liabilities (EOY)
- $16,883
- Net assets (EOY)
- $37,165,795
- Net assets (BOY)
- $31,787,719
Income & contributions
- Employer contributions
- $1,037,526
- Participant contributions
- $724,821
- Total contributions
- $1,762,347
- Total income / additions
- $7,206,869
Expenses & distributions
- Benefits paid
- $1,644,191
- Administrative expenses
- $184,602
- Total expenses
- $1,828,793
- Net increase / (decrease)
- $5,378,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Financial Risk Management | NONE | $55,725 | not reported in the loaded dataset | 2023 |
| Benefits Management Group Inc | NONE | $28,800 | not reported in the loaded dataset | 2023 |
| Graystone Consulting, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $15,900 | not reported in the loaded dataset | 2023 |
| Fox Rothschild, Llp | NONE | $15,000 | $0 | 2023 |
| Matrix Trust | NONE | $9,498 | not reported in the loaded dataset | 2023 |
| Bradley Hauge, Cpa | NONE | $8,365 | not reported in the loaded dataset | 2023 |
| Washington Street Ins. Group | NONE | $8,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Milliman Financial Risk Management — Schedule C compensation
- Benefits Management Group Inc — Schedule C compensation
- Graystone Consulting, LLC — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Fox Rothschild, Llp — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Bradley Hauge, Cpa — Schedule C compensation
- Washington Street Ins. Group — Schedule C compensation