2023 Form 5500 filing — Sheet Metal Workers Local 218 (C) 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 20241015122242NAL0029611825001) for Sheet Metal Workers Local 218 (C) Pension Plan, reported by Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan under EIN 37-6083535 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122242NAL0029611825001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan
- EIN
- 37-6083535
- Plan number
- 001
- Location
- Maryland Heights, MO
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,606,601
- Total liabilities (EOY)
- $83,923
- Net assets (EOY)
- $61,522,678
- Employer contributions
- $2,224,251
- Total income / additions
- $8,832,316
- Benefits paid
- $3,164,297
- Administrative expenses
- $283,310
- Total expenses
- $3,447,607
- Net increase / (decrease)
- $5,384,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $46,046 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $35,420 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $26,274 | $0 |
| Marquette & Associates | NONE | $22,500 | not reported in the loaded dataset |
| Baum Sigman Et Al | NONE | $21,380 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $18,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,691 | $0 |