Sheet Metal Workers Local No 124 Supplemental Retirement — Form 5500 plan (Joint Board Of Trustees - Sheet Metal Local 124)
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 No 124 Supplemental Retirement is a benefit plan reported by Joint Board Of Trustees - Sheet Metal Local 124 under EIN 73-6145795 and plan number 002. The latest loaded filing year is 2023. The filing reports 425 participants and $34,800,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees - Sheet Metal Local 124
- EIN
- 73-6145795
- Plan number
- 002
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $34,800,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20260414171510NAL0022218451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,800,596
- Net assets (EOY)
- $34,800,596
- Net assets (BOY)
- $32,604,805
Income & contributions
- Employer contributions
- $1,376,273
- Participant contributions
- $246,642
- Total contributions
- $1,622,915
- Total income / additions
- $5,735,495
Expenses & distributions
- Benefits paid
- $3,396,785
- Administrative expenses
- $142,919
- Total expenses
- $3,539,704
- Net increase / (decrease)
- $2,195,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets | INVESTMENT ADVISOR | $46,685 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $31,670 | $0 | 2023 |
| Cox Holsted & Dimick Pllc | CONTRACT ADMINISTRATOR | $26,034 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | ATTORNEY | $11,993 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT CONSULTANT | $10,360 | not reported in the loaded dataset | 2023 |
| Ima Select LLC | INSURANCE BROKER | $7,807 | not reported in the loaded dataset | 2023 |
| Bryan, Little, Hayley & Kent Pc | not reported in the loaded dataset | $3,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees - Sheet Metal Local 124
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Rbc Capital Markets — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Cox Holsted & Dimick Pllc — Schedule C compensation
- Mcafee & Taft — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Ima Select LLC — Schedule C compensation
- Bryan, Little, Hayley & Kent Pc — Schedule C compensation