2023 Form 5500 filing — Sheet Metal Workers' Local 10 Pension Fund
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 20241009101227NAL0030886960001) for Sheet Metal Workers' Local 10 Pension Fund, reported by Trustees Of Sheet Metal Workers' Local 10 Pension Fund under EIN 41-1562581 and plan number 001. It reports 5,303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101227NAL0030886960001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers' Local 10 Pension Fund
- EIN
- 41-1562581
- Plan number
- 001
- Location
- Maplewood, MN
- Participants
- 5,303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $365,941,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $365,941,226
- Employer contributions
- $28,729,439
- Total income / additions
- $67,455,935
- Benefits paid
- $21,913,682
- Administrative expenses
- $1,396,262
- Total expenses
- $23,309,944
- Net increase / (decrease)
- $44,145,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal Control Board | NONE | $339,097 | not reported in the loaded dataset |
| Wintrust Bank | NONE | $217,398 | not reported in the loaded dataset |
| Lexington Partners | NONE | $192,182 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $105,000 | $50 |
| The Segal Company | NONE | $82,098 | not reported in the loaded dataset |
| Kovitz Investment Group | NONE | $52,920 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $43,103 | $0 |
| Cliftonlarsonallen Llp | NONE | $33,075 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn & La | NONE | $24,626 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $20,500 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $8,185 | not reported in the loaded dataset |
| Sierra Investment Management | NONE | $7,279 | not reported in the loaded dataset |