Plan5500

Sheet Metal Workers Accidental Death And Dismemberment Fund — Form 5500 plan (Int'L Assn Sheet Metal, Air, Rail & Trans Workers)

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 Accidental Death And Dismemberment Fund is a benefit plan reported by Int'L Assn Sheet Metal, Air, Rail & Trans Workers under EIN 46-4039786 and plan number 520. The latest loaded filing year is 2023. The filing reports 163,580 participants and $10,343,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Int'L Assn Sheet Metal, Air, Rail & Trans Workers
EIN
46-4039786
Plan number
520
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
163,580
End-of-year plan assets
$10,343,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163,580H, C20240906083112NAL0000847745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,343,561
Total liabilities (EOY)
$20,069
Net assets (EOY)
$10,323,492
Net assets (BOY)
$9,455,330

Income & contributions

Total income / additions
$1,143,539

Expenses & distributions

Benefits paid
$187,500
Administrative expenses
$87,877
Total expenses
$275,377
Net increase / (decrease)
$868,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
SmwnpfAFFILIATE$32,321not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$14,650not reported in the loaded dataset2023
SasmiAFFILIATE$12,792not reported in the loaded dataset2023
Mooney,Green,Saindon,Murphy &WelchNONE$9,863not reported in the loaded dataset2023
Clearstead AdvisorsNONE$8,498not reported in the loaded dataset2023

Related Form 5500 pages