Randy Evans signed Board of Trustees Sheet Metal Workers Local 112 Annuity Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Sheet Metal Workers Local 112 Annuity Fund's EIN is 16-1350306.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Sheet Metal Workers Local 112 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | — | INVESTMENT MGR | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | — | RECORDKEEPER | — | — |
| MASS MUTUAL | — | — | INVESTMENT PROVIDER | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual GIA | Other securities | — | — | $7.2M | 25.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.4M | 11.9% | |
| Mass Mutual Balanced | Other securities | — | — | $2.8M | 10.1% | |
| MASSMUTUAL BALANCED SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 10.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.7M | 9.6% | |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.5% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.5% | |
| AMERICAN CENTURY EQUITY GROWTH INV AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.4% | |
| MASSMUTUAL SMALL CAP GR EQ SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.5% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $958K | 3.4% | |
| MASSMUTUAL BLUE CHIP GROWTH SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $917K | 3.3% | |
| INVESCO SMALL CAP VALUE A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $482K | 1.7% | |
| MASSMUTUAL DIVERSIFIED BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $433K | 1.5% | |
| Premier Core Value | Other securities | — | — | $399K | 1.4% | |
| PRM CR VAL EQ WLLGTN-BRNDYWN-TRP PRM CR VAL EQ(WLLGTN-BRNDYWN-TRP) · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $399K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $244K | 0.9% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $158K | 0.6% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $151K | 0.5% | |
| Mass Mutual RetireSMART In Ret | Other securities | — | — | $7K | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM IN RE MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees Sheet Metal Workers Local 112 Annuity Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | 16-1092347 | — | AUDITOR | $17K | — |
| JUDITH J GUSH | 47-2595681 | — | OUTSIDE ACCOUNTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL 112 ANN | 16-1350306 | — | PLAN SPONSOR | $55K | — |
| SHEET METAL WORKERS LOCAL 112 | 16-0578131 | — | ADMINISTRATION | $15K | — |
| SMW LOCAL 112 WELFARE FUND | 16-6052225 | — | UNION BENEFIT FUND | $13K | — |
| AMERICAN CENTURY | 43-1819235 | — | INVESTMENT PROVIDER | — | — |
| INVESCO | 84-0933032 | — | INVESTMENT PROVIDER | — | — |
