Sheet Metal Workers Local 100 (Baltimore Area) Annuity Plan And Trust — Form 5500 plan (Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity)
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 100 (Baltimore Area) Annuity Plan And Trust is a benefit plan reported by Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity under EIN 52-1256774 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $21,321,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity
- EIN
- 52-1256774
- Plan number
- 001
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $21,321,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241013203154NAL0042859792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,321,574
- Total liabilities (EOY)
- $25,223
- Net assets (EOY)
- $21,296,351
- Net assets (BOY)
- $19,720,194
Income & contributions
- Employer contributions
- $231,562
- Total contributions
- $231,562
- Total income / additions
- $2,869,833
Expenses & distributions
- Benefits paid
- $1,108,478
- Administrative expenses
- $185,198
- Total expenses
- $1,293,676
- Net increase / (decrease)
- $1,576,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anchor Capital Advisors, LLC | NONE | $55,091 | not reported in the loaded dataset | 2023 |
| Wagner Bowman Management Corp. | NONE | $45,498 | not reported in the loaded dataset | 2023 |
| Raymond James And Associates, Inc. | NONE | $29,016 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein And Abato, P.A. | NONE | $12,075 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $8,320 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Anchor Capital Advisors, LLC — Schedule C compensation
- Wagner Bowman Management Corp. — Schedule C compensation
- Raymond James And Associates, Inc. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Abato, Rubenstein And Abato, P.A. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation