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| Plan Name | SHEET METAL WORKERS' LOCAL NO. 73 PENSION & WELFARE FUNDS OFFICE STAFF RETIREMENT FUND |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SHEET METAL WORKERS' LOCAL 73 PENSION & WELFARE FUNDS |
| Employer identification number (EIN): | 366503783 |
| NAIC Classification: | 238100 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | RAYMOND SUGGS | 2024-01-23 | DONALD ADOLFS | 2024-01-30 |
| 001 | 2021-07-01 | RAYMOND SUGGS | 2023-03-10 | DONALD ADOLFS | 2023-03-10 |
| 001 | 2020-07-01 | RAYMOND SUGGS | 2022-03-18 | JAMES BILLARD | 2022-04-06 |
| 001 | 2019-07-01 | RAYMOND SUGGS | 2021-01-27 | JAMES BILLARD | 2021-02-02 |
| 001 | 2018-07-01 | RAYMOND SUGGS | 2020-04-09 | JAMES BILLARD | 2020-04-09 |
| 001 | 2017-07-01 | RAYMOND SUGGS | 2019-03-26 | JAMES BILLARD | 2019-03-27 |
| 001 | 2016-07-01 | JAMES BILLARD | 2018-01-30 | ROCCO TERRANOVA | 2018-01-30 |
| 001 | 2015-07-01 | ROCCO TERRANOVA | 2017-04-10 | JAMES BILLARD | 2017-04-12 |
| 001 | 2014-07-01 | ROCCO TERRANOVA | 2016-03-10 | JOHN DELANO | 2016-03-10 |
| 001 | 2013-07-01 | ROCCO TERRANOVA | 2015-03-04 | JOHN DELANO | 2015-03-04 |
| 001 | 2012-07-01 | JOHN DELANO | 2014-03-14 | ROCCO TERRANOVA | 2014-03-14 |
| 001 | 2011-07-01 | JOHN DELANO | 2013-04-11 | ROCCO TERRANOVA | 2013-04-11 |
| 001 | 2010-07-01 | ROCCO TERRANOVA | 2012-04-12 | JOHN DELANO | 2012-04-12 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SHEET METAL WORKERS' LOCAL NO. 73 PENSION & WELFARE FUNDS OFFICE STAFF RETIREMENT FUND 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-03-13 | -68352 |
| Total expenses incurred by plan in this plan year | 2025-03-13 | 56344 |
| Net assets as of the end of the plan year | 2025-03-13 | 3657886 |
| Total assets as of the beginning of the plan year | 2025-03-13 | 3190368 |
| Value of plan covered by a fidelity bond | 2025-03-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-13 | 29105 |
| Value of participant loans at end of plan year | 2025-03-13 | 53261 |
| Other expenses paid from plan in this plan year | 2025-03-13 | 1008 |
| Other income to plan in this plan year | 2025-03-13 | 406303 |
| Plan net income in this plan year | 2025-03-13 | 535870 |
| Net assets as of the end of the plan year | 2025-03-13 | 3657886 |
| Net assets as of the beginning of the plan year | 2025-03-13 | 3190368 |
| Employer contributions to plan in this plan year | 2025-03-13 | 156806 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-13 | -328 |
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