2023 Form 5500 filing — Sheet Metal Workers Local Union No 71 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 20250314170945NAL0022791425002) for Sheet Metal Workers Local Union No 71 Pension Plan, reported by Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan under EIN 16-6051585 and plan number 001. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314170945NAL0022791425002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan
- EIN
- 16-6051585
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,226,076
- Total liabilities (EOY)
- $7,772
- Net assets (EOY)
- $59,218,304
- Employer contributions
- $3,267,786
- Total income / additions
- $10,252,516
- Benefits paid
- $3,394,791
- Administrative expenses
- $481,599
- Total expenses
- $3,876,390
- Net increase / (decrease)
- $6,376,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $49,000 | not reported in the loaded dataset |
| Fiam Trust Company | NONE | $46,003 | $0 |
| Loomis, Sayles & Company | NONE | $36,835 | not reported in the loaded dataset |
| Ubs Realty Investors | NONE | $35,094 | not reported in the loaded dataset |
| Segal Advisors | NONE | $34,250 | not reported in the loaded dataset |
| Aberdeen | NONE | $21,446 | not reported in the loaded dataset |
| Wtc-Cif Ii Core Bond Plus | NONE | $20,234 | $0 |
| Tronconi Segarra & Associates Llp | NONE | $18,425 | not reported in the loaded dataset |
| Lipsitz Green Scime Cambria Llp | NONE | $10,555 | not reported in the loaded dataset |
| Sei Trust Company | NONE | $5,451 | $0 |