2023 Form 5500 filing — Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada
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 20241008152504NAL0017879713001) for Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada, reported by Board Of Trustees, Sheet Metal Workers' Pension Plan under EIN 95-6052257 and plan number 001. It reports 11,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152504NAL0017879713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Pension Plan
- EIN
- 95-6052257
- Plan number
- 001
- Location
- Manhattan Beach, CA
- Participants
- 11,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,342,672,345
- Total liabilities (EOY)
- $5,559,861
- Net assets (EOY)
- $1,337,112,484
- Employer contributions
- $90,229,960
- Total income / additions
- $216,529,939
- Benefits paid
- $110,592,811
- Administrative expenses
- $8,392,647
- Total expenses
- $118,985,458
- Net increase / (decrease)
- $97,544,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $2,110,075 | $0 |
| Sheet Metal Benefit Plans Admin | NONE | $1,941,510 | not reported in the loaded dataset |
| Ck Opportunities | NONE | $0 | $1,311,510 |
| Washington Capital Management Inc. | NONE | $660,653 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $351,141 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $346,137 | not reported in the loaded dataset |
| Columbia Mgmt Investment Advisors | NONE | $312,339 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $252,292 | not reported in the loaded dataset |
| The Segal Company (Ws), Inc. | NONE | $249,981 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $233,131 | not reported in the loaded dataset |
| Martin Currie | NONE | $232,878 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $172,747 | not reported in the loaded dataset |
| Fiera Capital Inc. | NONE | $161,915 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $145,428 | not reported in the loaded dataset |
| Madison Core Property Fund, Lp | NONE | $117,981 | not reported in the loaded dataset |
| Causeway Capital Mgmt | NONE | $99,924 | not reported in the loaded dataset |
| Comerica | NONE | $97,367 | $0 |
| The London Company | NONE | $87,424 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $68,303 | $0 |
| Garcia Hamilton & Assoc. L.P. | NONE | $67,016 | not reported in the loaded dataset |
| Capital Group | NONE | $62,612 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $45,265 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $38,372 | not reported in the loaded dataset |
| Tvg Consulting | NONE | $13,102 | not reported in the loaded dataset |
| American Mailing Service, Inc. | NONE | $12,168 | not reported in the loaded dataset |
| Cushman & Wakefield Of California | NONE | $7,968 | not reported in the loaded dataset |
| Sandco Services Inc. | NONE | $0 | $0 |
| Marsh & Mclennan Companies, Inc. | NONE | $0 | $0 |