2023 Form 5500 filing — Sheet Metal Workers Local No.20 Gary Area Pension
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830093259NAL0029663842001) for Sheet Metal Workers Local No.20 Gary Area Pension, reported by Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund under EIN 35-6057213 and plan number 001. It reports 1,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830093259NAL0029663842001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund
- EIN
- 35-6057213
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 1,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,084,959
- Total liabilities (EOY)
- $262,569
- Net assets (EOY)
- $100,822,390
- Employer contributions
- $6,338,527
- Total income / additions
- $18,088,460
- Benefits paid
- $5,919,007
- Administrative expenses
- $746,171
- Total expenses
- $6,665,178
- Net increase / (decrease)
- $11,423,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $379,441 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | NONE | $91,808 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $57,639 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $44,850 | not reported in the loaded dataset |
| First State Trust Company | NONE | $38,659 | not reported in the loaded dataset |
| Asher,Gittler & D'Alba, Ltd | NONE | $20,342 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $11,348 | not reported in the loaded dataset |