International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No. — Form 5500 plan (Board Of Trustees Of Smart Local Union No. 36 401(K) 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, International Association Of Sheet Metal, Air,Rail And Transportation Workers (Smart) Local Union No. is a benefit plan reported by Board Of Trustees Of Smart Local Union No. 36 401(K) Plan under EIN 43-1758027 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,700 participants and $200,442,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 401(K) Plan
- EIN
- 43-1758027
- Plan number
- 001
- Plan type
- 1
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 3,700
- End-of-year plan assets
- $200,442,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,700 | H, C | 20241015132907NAL0014719267004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,442,109
- Total liabilities (EOY)
- $35,529
- Net assets (EOY)
- $200,406,580
- Net assets (BOY)
- $180,048,208
Income & contributions
- Employer contributions
- $2,368,402
- Participant contributions
- $6,473,349
- Total contributions
- $8,994,113
- Total income / additions
- $33,681,523
Expenses & distributions
- Benefits paid
- $12,923,584
- Administrative expenses
- $399,567
- Total expenses
- $13,323,151
- Net increase / (decrease)
- $20,358,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $101,219 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $63,145 | not reported in the loaded dataset | 2023 |
| Breanna Fitzhenry | EMPLOYEE | $40,786 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook & Werner | NONE | $18,117 | not reported in the loaded dataset | 2023 |
| Systems Design Associates | NONE | $6,152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smart Local Union No. 36 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Breanna Fitzhenry — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Schuchat, Cook & Werner — Schedule C compensation
- Systems Design Associates — Schedule C compensation