2023 Form 5500 filing — Sheet Metal Workers Local Union No. 17 Supplemental 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 20241015172540NAL0029248465001) for Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan, reported by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund under EIN 20-0845880 and plan number 001. It reports 2,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172540NAL0029248465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund
- EIN
- 20-0845880
- Plan number
- 001
- Location
- Dorchester, MA
- Participants
- 2,135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,658,646
- Total liabilities (EOY)
- $44,774
- Net assets (EOY)
- $143,613,872
- Employer contributions
- $10,756,418
- Total income / additions
- $26,645,002
- Benefits paid
- $2,963,794
- Administrative expenses
- $822,103
- Total expenses
- $3,785,897
- Net increase / (decrease)
- $22,859,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smw Insurance Fund | AFFILIATED FUND | $183,169 | not reported in the loaded dataset |
| Buck Consultants | NONE | $115,716 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $91,406 | not reported in the loaded dataset |
| Blackstone | NONE | $83,644 | $0 |
| Chevy Chase | NONE | $68,613 | $0 |
| Ullico | NONE | $54,007 | $0 |
| Siguler Guff Small Buyout Opportuni | NONE | $39,500 | $0 |
| Mept | NONE | $37,586 | $0 |
| Hamilton Lane | NONE | $32,345 | $0 |
| Partners Group Private Equity | NONE | $31,699 | $0 |
| Mesirow | NONE | $22,948 | $0 |
| Manzi & Associates, LLC | NONE | $19,298 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $16,667 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $13,145 | $0 |
| Pimco | NONE | $0 | $0 |
| Grosvenor Opportunistic Cr | NONE | $0 | $0 |
| Eaton Vance | NONE | $0 | $0 |
| Asb Real Estate Fund | NONE | $0 | $0 |
| Afl-Cio Equity Fund | NONE | $0 | $0 |
| Bny Mellon | NONE | $0 | $0 |