Sheet Metal Workers Local No. 17 Annuity Income Fund's EIN is 04-6394579.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local No. 17 Annuity Income Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers Local No. 17 Annuity Income Fund's plan includes profit-sharing, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 36-4115383 | — | NONE | $123K | — |
| EMPOWER ADVISORY GROUP LLC | 22-3723965 | — | NONE |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| MASSMUTUAL DIV. SAGIC FUND II MASSMUTUAL · EIN 90-0779283 / PN 448 | Pooled Separate Account | $123.9M | 18.9% |
| IR&M INTERMEDIATE FUND INCOME RESEARCH AND MANAGEMENT · EIN 27-1803513 / PN 001 | Common Collective Trust | $39.9M | 6.1% |
| MASSMUTUAL GURANTEED INT ACCT. MASSMUTUAL · EIN 90-0779283 / PN 448 | Pooled Separate Account | $35.8M | 5.4% |
| AFL EQUITY INDEX CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | $26.1M | 4.0% |
| L&G S&P 600 CIT FUND RELIANCE TRUST CT OR SVF · EIN 04-6394579 / PN 001 | Common Collective Trust | $23.4M | 3.6% |
| LSV INT'L VALUE EQUITY FUND LSV ASSET MANAGEMENT · EIN 30-0246429 / PN 001 | Common Collective Trust | $23.4M | 3.6% |
| STATE STREET LARGE CAP. INDEX FUND STATE STREET BANK & TRUST CO · EIN 04-6625099 / PN 001 | Common Collective Trust | $22.2M | 3.4% |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST · EIN 52-6218800 / PN 001 | Common Collective Trust | $16.9M | 2.6% |
| L&G S&P 400 CIT FUND RELIANCE TRUST CT OR SVF · EIN 04-6394579 / PN 001 | Common Collective Trust | $12.2M | 1.9% |
| SEPARATE ACCOUNT J UNION LABOR LIFE · EIN 13-1423090 / PN 203 | Pooled Separate Account | $7.3M | 1.1% |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $206K | — |
| NEWTON INVESTMENT MANAGEMENT | 86-1751460 | — | NONE | $148K | — |
| COLUMBIA ASSET MANAGEMENT | 38-3386847 | — | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH MANAGEMENT | 04-2955404 | — | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMW ANNUITY | 04-6394579 | — | NONE | $484K | — |
| SMW INSURANCE | 04-2088633 | DORCHESTER, MA | NONE | $321K | — |
| LSV INVESTMENT | 30-0246429 | — | NONE | $143K | — |
| BLACKSTONE ALTERNATIVE ASSET | 20-8875684 | NEW YORK, NY | NONE | $83K | — |
| BUCK GLOBAL LLC | 13-3954297 | — | NONE | $53K | — |
| UNION LABOR LIFE | 13-1423090 | — | NONE | $41K | — |
| KRAKOW, SOURIS & LANDRY | 04-3363718 | — | NONE | $34K | — |
| MANZI & ASSOCIATES | 04-3508036 | — | NONE | $32K | — |
| INTERCONTINENTAL | 04-3613055 | — | NONE | $14K | — |
| LAPIER, DILLON AND ASSOCIATES PC | 32-0048525 | — | NONE | $8K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
| WELLESLEY 1921 FUND | 20-2982860 | — | NONE | $0 | — |
