Original filing (PDF)20231114141104NAL0006419744001

Board of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir

Name: Board of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir — Form 5500 Plan 002 (2022)
Creator: Board of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sheet Metal Workers' Local No. 40 Supplemental RET

401(k) retirement plan · Board of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir's Sheet Metal Workers' Local No. 40 Supplemental RET filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL NO. 40 SUPPLEMENTAL RETIR.

Plan sponsor

Name

BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL NO. 40 SUPPLEMENTAL RETIR

EIN

06-1074075all filings

Address

10 TECHNOLOGY DRIVE · WALLINGFORD, CT · 064927617

Phone

—

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-11-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
REID & REIGE PC	06-0867204	—	NONE	$6K	—
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$6K	—

Investments

1 pooled fund· $0

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.