2023 Form 5500 filing — Sheet Metal Workers Pension Fund Of Local Union No. 19
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 20250218115626NAL0007000194001) for Sheet Metal Workers Pension Fund Of Local Union No. 19, reported by Sheet Metal Workers Pension Fund Of Local Union under EIN 23-1494364 and plan number 001. It reports 4,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218115626NAL0007000194001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Pension Fund Of Local Union
- EIN
- 23-1494364
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 4,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $487,188,413
- Total liabilities (EOY)
- $469,378
- Net assets (EOY)
- $486,719,035
- Employer contributions
- $39,557,717
- Total income / additions
- $72,632,913
- Benefits paid
- $47,527,041
- Administrative expenses
- $7,326,315
- Total expenses
- $54,853,356
- Net increase / (decrease)
- $17,779,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Management LLC | NONE | $371,602 | not reported in the loaded dataset |
| Old Glory Asset Management | NONE | $350,130 | not reported in the loaded dataset |
| Rbc Global Asset Management Inc | NONE | $260,574 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $247,476 | not reported in the loaded dataset |
| Thomas Klingenberg | EMPLOYEE | $221,831 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $210,000 | not reported in the loaded dataset |
| Stoneridge Investment Partners LLC | NONE | $196,231 | $0 |
| Chartwell Investment Partners | NONE | $185,740 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $178,932 |
| Dennis Siravo | EMPLOYEE | $164,795 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $157,202 | not reported in the loaded dataset |
| Conestoga Capital | NONE | $0 | $148,570 |
| Bridgeway Benefit Technology | NONE | $136,712 | not reported in the loaded dataset |
| Christopher Downey | EMPLOYEE | $132,385 | not reported in the loaded dataset |
| Nb Alternatives Advisers LLC | NONE | $125,830 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $125,132 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $117,397 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $90,818 | not reported in the loaded dataset |
| Nicole Braker | EMPLOYEE | $81,926 | not reported in the loaded dataset |
| Kristen N. Sheasley | EMPLOYEE | $80,560 | not reported in the loaded dataset |
| Sheryle Mulholland | EMPLOYEE | $73,200 | not reported in the loaded dataset |
| Maryellen Kane | EMPLOYEE | $72,887 | not reported in the loaded dataset |
| Elizabeth Forbes | EMPLOYEE | $69,904 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $69,667 | not reported in the loaded dataset |
| Zuliana M Velez-Osorio | EMPLOYEE | $67,396 | not reported in the loaded dataset |
| Spear Wilderman, Pc | NONE | $59,813 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $59,524 | not reported in the loaded dataset |
| Principal Financial Group, Inc. | NONE | $59,100 | not reported in the loaded dataset |
| Entrust Partners LLC | NONE | $52,294 | not reported in the loaded dataset |
| Susanin Widman & Brennan Pc | NONE | $50,776 | not reported in the loaded dataset |
| Ashley Coyle | EMPLOYEE | $49,207 | not reported in the loaded dataset |
| Yanira Rodriguez | EMPLOYEE | $46,771 | not reported in the loaded dataset |
| Joe Rispo | EMPLOYEE | $42,574 | not reported in the loaded dataset |
| Ashley Gilderman | NONE | $41,101 | not reported in the loaded dataset |
| Krystal Cimino | EMPLOYEE | $35,588 | not reported in the loaded dataset |
| Apollo Advisors Viii, L.P. | NONE | $29,033 | $0 |
| The Northern Trust Investments, Inc | NONE | $21,931 | not reported in the loaded dataset |
| Paychex Inc | NONE | $9,008 | not reported in the loaded dataset |
| Rcp Advisors LLC | NONE | $0 | $5,737 |