2023 Form 5500 filing — Local 202 Sheet Metal Workers 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 20250414102411NAL0000720819002) for Local 202 Sheet Metal Workers Pension Fund, reported by Trustees Of The Local 202 Sheet Metal Workers Pension Fund under EIN 43-0435782 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414102411NAL0000720819002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Local 202 Sheet Metal Workers Pension Fund
- EIN
- 43-0435782
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,424,636
- Net assets (EOY)
- $18,424,636
- Employer contributions
- $28,754
- Total income / additions
- $1,845,828
- Benefits paid
- $1,601,835
- Administrative expenses
- $176,494
- Total expenses
- $1,778,329
- Net increase / (decrease)
- $67,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ekon Benefits | NONE | $58,425 | not reported in the loaded dataset |
| Local Sheet Metal Workers | MEMBER PLAN COVERAGE | $39,410 | not reported in the loaded dataset |
| U.S. Bank | NONE | $15,609 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel Llp | NONE | $11,597 | not reported in the loaded dataset |
| Schuchat Cook & Werner | NONE | $6,159 | not reported in the loaded dataset |