2023 Form 5500 filing — Northwest Sheet Metal Workers Supp 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 20241014104913NAL0014792211001) for Northwest Sheet Metal Workers Supp Pension Plan, reported by Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan under EIN 91-1702340 and plan number 001. It reports 8,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104913NAL0014792211001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan
- EIN
- 91-1702340
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 8,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,139,801
- Total liabilities (EOY)
- $215,648
- Net assets (EOY)
- $314,924,153
- Employer contributions
- $4,881,750
- Participant contributions
- $11,369,943
- Total income / additions
- $59,642,195
- Benefits paid
- $14,384,001
- Administrative expenses
- $761,512
- Total expenses
- $15,145,513
- Net increase / (decrease)
- $44,496,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Standard | NONE | $436,059 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $129,684 | not reported in the loaded dataset |
| Reliant Consulting & Research | NONE | $38,179 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $29,055 | not reported in the loaded dataset |
| Barlow Coughran Morales Josephson | NONE | $25,718 | not reported in the loaded dataset |