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Original filing (PDF)20251010152530NAL0004370739001
SHEET METAL WORKERS LOCAL NO 83 ANNUITY
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO.83 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
309
Accounts w/ balance
352
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL NO 83 ANNUITY.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL NO 83 ANNUITY
EIN
14-1758410
Address
900 COMMERCE DRIVE · CLIFTON PARK, NY · 120651312
Phone
(518) 489-1377
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
TEAL, BECKER & CHIARAMONTE CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | NONE | $47K | — |
| TEAL, BECKER, AND CHIARAMONTE, CPAS | 14-1624930 | ALBANY, NY | NONE | $15K | — |
| KRAKOW, SOURIS, & LANDRY, LLC | 04-3363718 | BOSTON, MA | NONE | $10K | — |
| CREATIVE PENSION CONSULTANTS, INC. | 14-1759450 | ALBANY, NY | NONE | $10K | — |
| JAMES M. SHEPPARD, CPA | 14-1753226 | CLIFTON PARK, NY | NONE | $9K | — |
| NEXT FINANCIAL GROUP, INC. | — | HOUSTON, TX | NONE | $0 | — |
Investments
34 direct securities· $42.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Fixed Select Contract Group Annuity Fixed Contract | — | — | — | $6.1M | 13.9% | |
| American Funds Growth Fund of America Nationwide Flexible Advantage Trust Contract | — | — | — | $5.2M | 11.8% | |
| Janus Henderson Forty Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $4.6M | 10.5% | |
| Invesco Global Fund Class Y Nationwide Flexible Advantage Trust Contract | — | — | — | $2.1M | 4.9% | |
| American Funds New Economy Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $2.0M | 4.5% | |
| DFA US Large Cap Value Portfolio Nationwide Flexible Advantage Trust Contract | — | — | — | $1.9M | 4.3% | |
| American Funds 2045 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.8M | 4.0% | |
| Vanguard Mid-Cap Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.7M | 3.9% | |
| American Funds 2050 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.5M | 3.5% | |
| Nationwide S&P 500 Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.5M | 3.4% | |
| PIMCO Total Return Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.2M | 2.8% | |
| American Funds 2055 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.2M | 2.7% | |
| American Funds 2035 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.1M | 2.6% | |
| American Funds 2040 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.1M | 2.5% | |
| Invesco Equity & Income Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $1.0M | 2.4% | |
| Nationwide Investor Destinations Aggressive Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $934K | 2.1% | |
| Vanguard Small-Cap Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $885K | 2.0% | |
| Vanguard Select Value Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $786K | 1.8% | |
| American Funds 2025 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $770K | 1.8% | |
| Vanguard Mid-Cap Value Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $721K | 1.6% | |
| Vanguard Small-Cap Growth Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $648K | 1.5% | |
| American Funds American Mutual Nationwide Flexible Advantage Trust Contract | — | — | — | $634K | 1.4% | |
| Nationwide Investor Destinations Moderately Aggressive Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $617K | 1.4% | |
| Nationwide Investor Destinations Moderate Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $606K | 1.4% | |
| Goldman Sachs International Small-Cap Insights Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $551K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $351K | 0.8% | |
| Vanguard Wellesley Income Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $324K | 0.7% | |
| Notes receivable from participants 3.40% - 9.50% | — | — | — | $312K | 0.7% | |
| Nationwide Investor Destinations Moderately Conservative Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $183K | 0.4% | |
| MFS Value Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $171K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $143K | 0.3% | |
| Nationwide Destination Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $65K | 0.1% | |
| American Funds 2020 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $46K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund Nationwide Flexible Advantage Trust Contract | — | — | — | $17K | <0.1% |