Production Sheet Metal Workers' Local 10 Retirement Plan — Form 5500 plan (Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire)
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, Production Sheet Metal Workers' Local 10 Retirement Plan is a benefit plan reported by Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire under EIN 51-6052134 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $33,489,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire
- EIN
- 51-6052134
- Plan number
- 001
- Plan type
- 1
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $33,489,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20240909003815NAL0006859296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,489,649
- Total liabilities (EOY)
- $48,579
- Net assets (EOY)
- $33,441,070
- Net assets (BOY)
- $31,524,370
Income & contributions
- Employer contributions
- $934,391
- Participant contributions
- $287,703
- Total contributions
- $1,222,094
- Total income / additions
- $5,311,138
Expenses & distributions
- Benefits paid
- $3,222,391
- Administrative expenses
- $172,047
- Total expenses
- $3,394,438
- Net increase / (decrease)
- $1,916,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Retirement Solutions | NONE | $108,732 | $0 | 2023 |
| Reinhart Boerner Van Deuren | NONE | $21,965 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $17,010 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $7,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Production Sheet Metal Workers Local 10 Retire
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Alerus Retirement Solutions — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation