2023 Form 5500 filing — Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan
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 20241009121535NAL0032603552002) for Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan, reported by Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension under EIN 35-2062343 and plan number 001. It reports 3,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121535NAL0032603552002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension
- EIN
- 35-2062343
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 3,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,399,539
- Total liabilities (EOY)
- $78,748
- Net assets (EOY)
- $95,320,791
- Employer contributions
- $4,632,147
- Total income / additions
- $15,614,543
- Benefits paid
- $2,841,351
- Administrative expenses
- $522,138
- Total expenses
- $3,363,489
- Net increase / (decrease)
- $12,251,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $172,565 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $85,924 | not reported in the loaded dataset |
| Ledbetter Partners, LLC | NONE | $19,124 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $17,000 | not reported in the loaded dataset |
| Kmr Systems | NONE | $9,073 | not reported in the loaded dataset |
| Segal | NONE | $7,916 | not reported in the loaded dataset |