SMW Lu No. 28 Pension Fund pension plans

SMW Lu No. 28 Pension Fund, Mineola, NY. EIN 11-2480671. Annual reports 2009–2024. Also filed as Smwia Loc Union No 28 Pension Fund; Swmia Lu No. 28 Pension Fund.

SMW Lu No. 28 Pension Fund has one active retirement plan on file, the Sheet Metal Workers Local Union No. 28 Pension Fund, with 5,570 participants and $364 million in assets in 2024. Flexible Business Systems has been its administrator since 2017.

Active plans: 1
Participants: 5,570
Plan assets: $364 million
Administered by: Flexible Business Systems
Plans on file: 1
Industry: Construction

The plan

Sheet Metal Workers Local Union No. 28 Pension Fund

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 11-2480671
Participants (2024): 5,570
Net assets (2024): $364 million
Administered by: Flexible Business SystemsEarlier: Flexible Systems (2016), SMW Local 28 Welfare Fund (2011–2015)
Plan administrator: SMW Lu No. 28 Pension Fund
195 Mineola BLVD.
Mineola, NY 11501
(516) 742-9478As filed for 2024
In effect since: January 1, 1979

Earlier sponsors: Smwia Loc Union No 28 Pension Fund (2009–2010); Swmia Lu No. 28 Pension Fund (2011–2016).

Earlier plan names: Smwia Loc Union No 28 Pension Fund; Sheet Metal Workers International Association Local Union No. 28 Pension Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,570	$364 million	Flexible Business Systems
2023	5,572	$330 million	Flexible Business Systems
2022	5,542	$299 million	Flexible Business Systems
2021	5,774	$334 million	Flexible Business Systems
2020	5,635	$289 million	Flexible Business Systems
2019	5,752	$255 million	Flexible Business Systems
2018	5,616	$209 million	Flexible Business Systems
2017	5,379	$207 million	Flexible Business Systems
2016	5,229	$175 million	Flexible Systems
2015	5,083	$156 million	SMW Local 28 Welfare Fund
2014	4,945	$150 million	SMW Local 28 Welfare Fund
2013	4,791	$135 million	SMW Local 28 Welfare Fund
2012	4,639	$110 million	SMW Local 28 Welfare Fund
2011	4,427	$94.2 million	SMW Local 28 Welfare Fund
2010	4,525	$87.7 million	not listed
2009	4,546	$77.3 million	not listed

If you had money in one of these plans

Call Flexible Business Systems, which runs the Sheet Metal Workers Local Union No. 28 Pension Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((516) 742-9478). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Sheet Metal Workers Local Union No. 28 Pension Fund

If you had money in one of these plans

What these numbers are

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