2023 Form 5500 filing — National Stabilization Agreement Of The Sheet Metal Industry Active Employee 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 20241011160944NAL0012739811001) for National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan, reported by Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T under EIN 52-1036457 and plan number 501. It reports 22,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160944NAL0012739811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T
- EIN
- 52-1036457
- Plan number
- 501
- Location
- Falls Church, VA
- Participants
- 22,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $877,221,495
- Total liabilities (EOY)
- $7,483,474
- Net assets (EOY)
- $869,738,021
- Employer contributions
- $13,685,158
- Total income / additions
- $118,879,392
- Benefits paid
- $32,208,097
- Administrative expenses
- $6,234,497
- Total expenses
- $38,442,594
- Net increase / (decrease)
- $80,436,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheet Metal National Pension Fund | RELATED BENEFIT FUND | $626,738 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $396,090 | $0 |
| The Segal Company, Inc. | NONE | $321,029 | not reported in the loaded dataset |
| Tcw Asset Mgmt Company, LLC | NONE | $272,312 | $0 |
| Kenneth Colombo | EMPLOYEE | $242,900 | not reported in the loaded dataset |
| Aristotle Capital Management, LLC | NONE | $222,298 | not reported in the loaded dataset |
| Maximum Technologies, Inc. | NONE | $198,002 | not reported in the loaded dataset |
| Nicholas Devore | EMPLOYEE | $188,745 | not reported in the loaded dataset |
| Kathleen Hickey | EMPLOYEE/CONSULTANT | $172,731 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $159,196 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $147,155 | $0 |
| Darryl Lewis | EMPLOYEE | $138,866 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $127,197 | not reported in the loaded dataset |
| Pacific Income Advisers, Inc. | NONE | $122,493 | not reported in the loaded dataset |
| Truist Bank | NONE | $121,615 | $0 |
| Chartwell Investment Partners LLC | NONE | $121,183 | not reported in the loaded dataset |
| Ildiko St. Pierre | EMPLOYEE | $120,294 | not reported in the loaded dataset |
| Vonda Oliver | EMPLOYEE | $117,101 | not reported in the loaded dataset |
| Cole Mulligan | EMPLOYEE | $116,233 | not reported in the loaded dataset |
| Rice Hall James & Associates LLC | NONE | $115,128 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $113,603 | not reported in the loaded dataset |
| Christina Elliott | EMPLOYEE | $105,529 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $105,229 | not reported in the loaded dataset |
| Jae Sim | EMPLOYEE | $104,232 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $93,952 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $91,863 | $0 |
| Daniela Guillen | EMPLOYEE | $90,497 | not reported in the loaded dataset |
| Phillip Cave | EMPLOYEE | $89,868 | not reported in the loaded dataset |
| Fiera Capital, Inc. | NONE | $87,865 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $85,605 | not reported in the loaded dataset |
| David Kumah | EMPLOYEE | $82,156 | not reported in the loaded dataset |
| Wex Health, Inc. | NONE | $65,835 | not reported in the loaded dataset |
| Clear Measure, Inc. | NONE | $62,038 | $0 |
| Alexander Donovan | EMPLOYEE | $55,938 | not reported in the loaded dataset |
| Blackrock Investment Mgmt. LLC | NONE | $52,872 | $0 |
| Alyza Jane Pacheco | EMPLOYEE | $47,971 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $40,342 | $0 |
| Kelly Press, Inc. | NONE | $29,744 | not reported in the loaded dataset |
| Legal & General Inv. Mgmt. America | NONE | $24,076 | $0 |
| Capfinancial Partners, LLC | NONE | $21,963 | not reported in the loaded dataset |
| Segal Select Ins. Services, Inc. | NONE | $0 | $14,351 |
| Abel Noser LLC | NONE | $6,872 | not reported in the loaded dataset |