2023 Form 5500 filing — Sheet Metal Workers Local No. 177 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 20241014161506NAL0015273843002) for Sheet Metal Workers Local No. 177 Pension Fund, reported by Trustees - Sheet Metal Workers Local No. 177 Pension Fund under EIN 62-6093256 and plan number 001. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161506NAL0015273843002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund
- EIN
- 62-6093256
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,572,172
- Total liabilities (EOY)
- $10,298
- Net assets (EOY)
- $69,561,874
- Employer contributions
- $3,832,734
- Total income / additions
- $11,083,056
- Benefits paid
- $3,023,967
- Administrative expenses
- $614,047
- Total expenses
- $3,638,014
- Net increase / (decrease)
- $7,445,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $190,523 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $96,209 | not reported in the loaded dataset |
| Blackrock | NONE | $36,688 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $30,447 | not reported in the loaded dataset |
| Pnc Bank | NONE | $0 | $30,242 |
| Polen Capital | NONE | $23,367 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $21,600 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $21,457 | not reported in the loaded dataset |
| Lazard International | NONE | $17,200 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $15,505 | not reported in the loaded dataset |
| Kennedy Capital | NONE | $10,627 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $7,906 | not reported in the loaded dataset |
| Kayne Anderson | NONE | $6,827 | not reported in the loaded dataset |
| Invesco Real Estate Trust Inc. | NONE | $6,325 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $6,002 | not reported in the loaded dataset |
| Harding Loevner | NONE | $5,757 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $5,110 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |