Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Of Sheet Metal Workers Local Union No. 263 Retiremen (EIN 426498549)
  • Plan Type: DC
  • Total Participants: 560
  • Total Assets: $42.4M
  • Sponsor State: IA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024560$42.4M$1.1M$788,856
2023545$37.2M$1.0M$724,821
2022520$31.8M$922,054$736,062

Service Providers

  • UHY, LLP — Accountant / Independent Qualified Public Accountant