2023 Form 5500 filing — Smart Local Unions And Councils 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 20241015121736NAL0049323376004) for Smart Local Unions And Councils Pension Fund, reported by Board Of Trustees Of The Smart Local Unions And Councils Pension Fund under EIN 87-4825609 and plan number 333. It reports 2,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121736NAL0049323376004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Smart Local Unions And Councils Pension Fund
- EIN
- 87-4825609
- Plan number
- 333
- Location
- Falls Church, VA
- Participants
- 2,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,134,768
- Total liabilities (EOY)
- $812,920
- Net assets (EOY)
- $374,321,848
- Employer contributions
- $18,516,181
- Total income / additions
- $59,542,022
- Benefits paid
- $31,586,700
- Administrative expenses
- $1,612,558
- Total expenses
- $33,199,258
- Net increase / (decrease)
- $26,342,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smwnpf | AFFILIATED PENSION PLAN | $554,785 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $493,787 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $213,441 | not reported in the loaded dataset |
| Segal Consulting | not reported in the loaded dataset | $112,667 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $95,639 | $0 |
| Mooney, Green, Saindon, Murphy & We | not reported in the loaded dataset | $92,947 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $73,645 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $57,210 | not reported in the loaded dataset |
| Aristotle Capital Management LLC | NONE | $56,774 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $49,719 | not reported in the loaded dataset |
| Foundry Partners | NONE | $48,876 | not reported in the loaded dataset |
| Earnest Partners | NONE | $44,362 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $37,694 | not reported in the loaded dataset |
| Polen Capital | NONE | $34,985 | not reported in the loaded dataset |
| Captrust | NONE | $28,000 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $25,795 | not reported in the loaded dataset |
| Rice Hall James | NONE | $22,521 | not reported in the loaded dataset |
| Kelly Press | NONE | $5,817 | not reported in the loaded dataset |