2023 Form 5500 filing — Sheet Metal Workers' Local Union No. 9 Pension Pla
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 20241009144705NAL0019464001004) for Sheet Metal Workers' Local Union No. 9 Pension Pla, reported by Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan under EIN 84-0783596 and plan number 001. It reports 2,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144705NAL0019464001004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan
- EIN
- 84-0783596
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 2,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,884,665
- Total liabilities (EOY)
- $137,007
- Net assets (EOY)
- $180,747,658
- Employer contributions
- $8,949,358
- Total income / additions
- $27,249,261
- Benefits paid
- $11,535,205
- Administrative expenses
- $900,222
- Total expenses
- $12,435,427
- Net increase / (decrease)
- $14,813,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $135,000 | not reported in the loaded dataset |
| Rehn & Associates | NONE | $124,217 | not reported in the loaded dataset |
| Rael & Letson | NONE | $112,715 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 9 | RELATED UNION | $95,164 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $94,357 | not reported in the loaded dataset |
| Slevin & Hart Pc | NONE | $87,851 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $51,485 | $0 |
| Us Bank National Association | NONE | $32,201 | $0 |
| Legacy Professionals Llp | NONE | $29,847 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $16,188 | $0 |