Plan profile · 2023
THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY
SHEET METAL WORKERS LOCAL UNION NO. 80 ANNUITY FUND · –
Sponsor contact
Address700 TOWER DRIVE, SUITE 300, TROY
State / ZIPMI 480982808
Phone2488139800
EIN / Plan #382941426 / 002
Plan health
Assets (EOY)$121M
Participants1,656
Avg balance$73k
Employer contrib$5M
Distributions$7M
Red flags
Delinquent contribs$354k
Fidelity bond$500k
Bond adequate?yes
AuditorBENDA, GRACE, STULZ & COMPANY, P.C.
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY | 264310632 | $70k |
| WATKINS PAWLICK CALATI & PRIFTI PC | 832893229 | $11k |