2023 Form 5500 filing — Sheet Metal Workers' 270 Defined Contribution 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 20241015192925NAL0049542208004) for Sheet Metal Workers' 270 Defined Contribution Pension Plan, reported by Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan under EIN 27-2519987 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192925NAL0049542208004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan
- EIN
- 27-2519987
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,685,341
- Total liabilities (EOY)
- $10,131
- Net assets (EOY)
- $7,675,210
- Employer contributions
- $86,064
- Participant contributions
- $323,180
- Total income / additions
- $1,673,046
- Benefits paid
- $144,843
- Administrative expenses
- $71,281
- Total expenses
- $216,124
- Net increase / (decrease)
- $1,456,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Company Of Oklahoma | NONE | $51,295 | $0 |
| Royle Vazquez Llp | NONE | $10,131 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $6,240 | not reported in the loaded dataset |