2023 Form 5500 filing — Toledo Area Sheet Metal Workers Pension Plan And Trust
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 20250609095559NAL0040570866001) for Toledo Area Sheet Metal Workers Pension Plan And Trust, reported by Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee under EIN 34-6682530 and plan number 001. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609095559NAL0040570866001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee
- EIN
- 34-6682530
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,553,409
- Total liabilities (EOY)
- $26,258
- Net assets (EOY)
- $46,527,151
- Employer contributions
- $5,519,869
- Total income / additions
- $7,969,778
- Benefits paid
- $4,985,647
- Administrative expenses
- $429,987
- Total expenses
- $5,415,634
- Net increase / (decrease)
- $2,554,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $68,457 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $65,299 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick Llp | NONE | $36,606 | not reported in the loaded dataset |
| Hamlin Capital Management | NONE | $35,768 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $34,279 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $19,600 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE | $18,366 | not reported in the loaded dataset |
| Macqueen Insurance Group | NONE | $11,764 | not reported in the loaded dataset |
| Smw Fringe Benefit Funds, Inc. | RELATED FUND | $9,413 | not reported in the loaded dataset |
| Novara Tesija Catenacci Mcdona | NONE | $8,471 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $7,500 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $5,407 | not reported in the loaded dataset |