2023 Form 5500 filing — Sheet Metal Workers Local #20 South Bend Area 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 20250321113344NAL0008220625001) for Sheet Metal Workers Local #20 South Bend Area Pension Fund, reported by Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund under EIN 35-6054275 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321113344NAL0008220625001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund
- EIN
- 35-6054275
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,978,589
- Total liabilities (EOY)
- $32,309
- Net assets (EOY)
- $30,946,280
- Employer contributions
- $3,027,817
- Total income / additions
- $6,849,108
- Benefits paid
- $3,357,701
- Administrative expenses
- $239,495
- Total expenses
- $3,597,196
- Net increase / (decrease)
- $3,251,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron | NONE | $52,860 | not reported in the loaded dataset |
| Lyrical Partners | NONE | $38,247 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $26,646 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $22,500 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $15,540 | not reported in the loaded dataset |
| Andco Consulting | NONE | $15,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,586 | $0 |
| Rmb Capital Management, LLC | NONE | $10,256 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $8,400 | not reported in the loaded dataset |
| Chevy Chase Trust Inv Advisor | NONE | $6,648 | not reported in the loaded dataset |
| Mariner | NONE | $5,000 | not reported in the loaded dataset |