PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUND
Sponsor portfolio

BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUND

EIN 13-3073165-Construction-Latest filing 2024
Plans
1
Retirement
1
$589.6M assets
Welfare
0
Participants
4,020
195 MINEOLA BLVD. - MINEOLA, NY 115012524516-742-9478
Plans on this EIN
1 filing
#002ProfitSharing-$589.6M - 4,020 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#002

SHEET METAL WORKERS LOCAL UNION NO. 28 ANNUITY FUND

ProfitSharing

Assets$589.6M
Participants4,020
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHEET METAL WORKERS LOCAL UNION NO. 28 ANNUITY FUNDProfitSharing$589.6M4,0202024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica