2023 Form 5500 filing — Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District 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 20241011085309NAL0022444817001) for Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund, reported by Board Of Trustees Sheet Metal, Air Youngstown District under EIN 34-1939172 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085309NAL0022444817001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal, Air Youngstown District
- EIN
- 34-1939172
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,678,507
- Total liabilities (EOY)
- $25,724
- Net assets (EOY)
- $76,652,783
- Employer contributions
- $2,634,785
- Total income / additions
- $10,201,353
- Benefits paid
- $4,871,271
- Administrative expenses
- $473,246
- Total expenses
- $5,344,517
- Net increase / (decrease)
- $4,856,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $93,411 | not reported in the loaded dataset |
| Ullico Infrastructure T/E Fund | NONE | $54,655 | not reported in the loaded dataset |
| Benesys | NONE | $53,374 | not reported in the loaded dataset |
| U S Real Estate Investment Fund | NONE | $47,304 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $45,537 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $33,667 | not reported in the loaded dataset |
| Asher Kelly | NONE | $31,134 | not reported in the loaded dataset |
| Andco Consulting | NONE | $30,000 | not reported in the loaded dataset |
| Packer Thomas | NONE | $12,000 | not reported in the loaded dataset |
| Sheet Metal Collection Agency | NONE | $8,000 | not reported in the loaded dataset |