Form 5500 Search

ROBERT KATUNA

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
11,692
Total plan assets
$1.4B
Filings (rows)
5
Direct comp
$229K
Indirect comp
$0

SERVICES PROVIDED

Other5

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUND
SHEET METAL WORKERS LOCAL UNION NO. 28 ANNUITY FUND
MINEOLA, NY
Other
EMPLOYEE
3,683$589.6M$29K
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUND
SHEET METAL WORKERS LOCAL UNION NO. 28 PENSION FUND
MINEOLA, NY
Other
EMPLOYEE
1,989$364.3M$29K
BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND
SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND
MINEOLA, NY
Other
EMPLOYEE
2,193$151.6M$50K
BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND
SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND
MINEOLA, NY
Other
EMPLOYEE
1,873$134.5M$58K
BOARD OF TRUSTEES OF SMW LU NO. 28 WELFARE FUND
SHEET METAL WORKERS LOCAL UNION NO. 28 WELFARE FUND
MINEOLA, NY
Other
EMPLOYEE
1,954$127.7M$64K
ROBERT KATUNA — Form 5500 Service Provider Profile | Form 5500 Search