2023 Form 5500 filing — Sheet Metal Workers Local No. 4 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 20241012194506NAL0024955249001) for Sheet Metal Workers Local No. 4 Pension Plan, reported by Sheet Metal Workers Local No. 4 Pension Plan under EIN 62-0800645 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012194506NAL0024955249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 4 Pension Plan
- EIN
- 62-0800645
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,697,742
- Total liabilities (EOY)
- $350,822
- Net assets (EOY)
- $46,346,920
- Employer contributions
- $3,333,561
- Total income / additions
- $8,283,393
- Benefits paid
- $3,604,522
- Administrative expenses
- $212,951
- Total expenses
- $3,817,473
- Net increase / (decrease)
- $4,465,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zacks Investment Management, Inc. | NONE | $44,886 | not reported in the loaded dataset |
| Standard Valuations, Inc | NONE | $32,500 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $30,474 | not reported in the loaded dataset |
| Asb Allegiance | NONE | $19,755 | not reported in the loaded dataset |
| Great Gray Trust Company, LLC | NONE | $0 | $19,646 |
| Daniels Irwin & Aylor | NONE | $19,150 | not reported in the loaded dataset |
| Godwin, Morris, Laurenzi, Bloomfiel | NONE | $10,800 | not reported in the loaded dataset |
| U.S. Bank | NONE | $7,796 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $7,045 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates, Inc. | NONE | $5,300 | not reported in the loaded dataset |
| Afl-Cio Equity Index Fund | NONE | $0 | $0 |
| Money Market And Mutual Funds | NONE | $0 | $0 |