2023 Form 5500 filing — Smart, Sheet Metal Workers Local No. 104 Supplemental 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 20250411184654NAL0012890131001) for Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan, reported by Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension under EIN 94-6560138 and plan number 001. It reports 9,108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411184654NAL0012890131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension
- EIN
- 94-6560138
- Plan number
- 001
- Location
- Livermore, CA
- Participants
- 9,108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,149,295,756
- Total liabilities (EOY)
- $758,874
- Net assets (EOY)
- $1,148,536,882
- Employer contributions
- $53,244,575
- Participant contributions
- $8,720,309
- Total income / additions
- $188,834,525
- Benefits paid
- $50,350,127
- Administrative expenses
- $1,262,558
- Total expenses
- $53,441,361
- Net increase / (decrease)
- $135,393,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $388,205 | not reported in the loaded dataset |
| Mammini Company, Inc | NONE | $211,972 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $193,037 | $0 |
| Northwest Plan Services, Inc. | NONE | $152,822 | $0 |
| Kraw Law Group, Apc | NONE | $109,365 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $57,462 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $41,366 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $15,611 |