2023 Form 5500 filing — Sheet Metal Workers Local Union No. 80 Pension Fund
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 20250317081507NAL0002228656001) for Sheet Metal Workers Local Union No. 80 Pension Fund, reported by Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund under EIN 38-6105633 and plan number 001. It reports 3,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317081507NAL0002228656001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund
- EIN
- 38-6105633
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 3,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $393,114,711
- Total liabilities (EOY)
- $622,175
- Net assets (EOY)
- $392,492,536
- Employer contributions
- $28,312,032
- Total income / additions
- $82,901,171
- Benefits paid
- $33,326,434
- Administrative expenses
- $2,367,390
- Total expenses
- $35,693,824
- Net increase / (decrease)
- $47,207,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $603,820 | not reported in the loaded dataset |
| Wcm Investment Management | NONE | $407,296 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE | $223,909 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $195,211 | not reported in the loaded dataset |
| Metropolitan West Asset Mgmt | NONE | $95,775 | not reported in the loaded dataset |
| Lord Abbett & Co, LLC | NONE | $61,018 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $58,250 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $52,274 | not reported in the loaded dataset |
| Centersquare Investment Mgmt., Inc. | NONE | $50,460 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE | $27,658 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $24,255 | $0 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $22,600 | not reported in the loaded dataset |
| The Pnc Financial Services Group | NONE | $19,100 | not reported in the loaded dataset |
| American Graphics Printing Company | NONE | $17,598 | not reported in the loaded dataset |
| Macqueen & Associates, LLC | NONE | $0 | $8,804 |
| Aristotle Management | NONE | $0 | $0 |
| Clearbridge Investments | NONE | $0 | $0 |
| Earnest Partners, LLC | NONE | $0 | $0 |
| Polen Capital | NONE | $0 | $0 |
| Jensen Investment Management | NONE | $0 | $0 |