Sm Workers Local 49 Defined Contribution Pension Plan — Form 5500 plan (Board Of Trustees Sm Workers Local 49 Defined Contribution 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, Sm Workers Local 49 Defined Contribution Pension Plan is a benefit plan reported by Board Of Trustees Sm Workers Local 49 Defined Contribution Plan under EIN 74-2846833 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,011 participants and $22,542,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sm Workers Local 49 Defined Contribution Plan
- EIN
- 74-2846833
- Plan number
- 001
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,011
- End-of-year plan assets
- $22,542,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,011 | H, C | 20241213170546NAL0016019249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,542,174
- Total liabilities (EOY)
- $26,002
- Net assets (EOY)
- $22,516,172
- Net assets (BOY)
- $17,842,745
Income & contributions
- Employer contributions
- $383,400
- Participant contributions
- $1,715,729
- Total contributions
- $2,099,129
- Total income / additions
- $6,187,327
Expenses & distributions
- Benefits paid
- $1,325,929
- Administrative expenses
- $187,971
- Total expenses
- $1,513,900
- Net increase / (decrease)
- $4,673,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One America Retirement Services LLC | NONE | $112,664 | not reported in the loaded dataset | 2023 |
| Matrix Trust Co | NONE | $103,505 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $28,247 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennon | NONE | $11,724 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $8,106 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelley Plc | NONE | $6,035 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $5,764 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sm Workers Local 49 Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- One America Retirement Services LLC — Schedule C compensation
- Matrix Trust Co — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Marsh & Mclennon — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Ryan Rapp Pacheco & Kelley Plc — Schedule C compensation
- Kelley Law Group — Schedule C compensation