Sheet Metal Workers Local 33's EIN is 31-1524549.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local 33 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers Local 33's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | NONE | $279K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMW LOCAL 33 | 31-1524549 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2035 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $27.4M | 15.5% | |
| AMERICAN CENTURY ONE CHOICE 2040 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $24.1M | 13.7% | |
| AMERICAN CENTURY ONE CHOICE 2030 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $21.4M | 12.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $20.6M | 11.7% | |
| AMERICAN CENTURY ONE CHOICE 2025 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $15.8M | 9.0% | |
| AMERICAN CENTURY ONE CHOICE 2050 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.9M | 6.2% | |
| Guaranteed Interest Account Insurance Company General Account | Common Stocks | — | — | $9.9M | 5.6% | |
| AMERICAN CENTURY ONE CHOICE 2055 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.7M | 4.9% | |
| AMERICAN CENTURY ONE CHOICE 2060 V AMERICAN CENTURY INVESTMENTS · EIN 30-6405015 / PN 001 | Common Collective Trust | — | — | $6.5M | 3.7% | |
| AMERICAN CENTURY ONE CHOICE IN RT V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.1% | |
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.4M | 3.1% | |
| MFS Growth Fund Mutual fund | Mutual Funds | — | — | $4.4M | 2.5% | |
| AMERICAN CENTURY ONE CHOICE 2065 V AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.6M | 2.1% | |
| JP Morgan Equity Income Fund Mutual fund | Other securities | — | — | $1.7M | 1.0% | |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $948K | 0.5% | |
| AMERICAN FUNDS EUROPACIFIC GRWTH R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $864K | 0.5% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $771K | 0.4% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $749K | 0.4% | |
| AMERICAN CENTURY MID VAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $702K | 0.4% | |
| Nationwide Geneva Small Cap Growth Fund Mutual fund | Other securities | — | — | $690K | 0.4% | |
| Western Asset Core Plus Bond Fund Mutual fund | Other securities | — | — | $686K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590580 / PN 000 | Pooled Separate Account | — | — | $493K | 0.3% | |
| VICTORY INTEGRITY SMALL-CAP VALUE Y VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $426K | 0.2% | |
| MASSMUTUAL HIGH YIELD SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $210K | 0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $194K | 0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $103K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PLAN ADMINISTRATOR |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS' LOCAL 33 | — | PARMA, OH | PLAN SPONSOR | $112K | — |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | NONE | $96K | — |
| MORGAN STANLEY GLOBAL BANKING | — | NEW YORK, NY | NONE | $61K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $46K | — |
| ALLOTTA FARLEY CO., L.P.A. | 34-1316963 | — | NONE | $28K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $16K | — |
