2023 Form 5500 filing — Utah Sheet Metal Pension 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 20250814124938NAL0022098770001) for Utah Sheet Metal Pension Trust, reported by Utah Sheet Metal Pension Trust under EIN 87-6156446 and plan number 001. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814124938NAL0022098770001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Utah Sheet Metal Pension Trust
- EIN
- 87-6156446
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 1,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $249,393,662
- Total liabilities (EOY)
- $264,794
- Net assets (EOY)
- $249,128,868
- Employer contributions
- $10,377,934
- Total income / additions
- $56,772,488
- Benefits paid
- $9,801,243
- Administrative expenses
- $1,856,323
- Total expenses
- $11,657,566
- Net increase / (decrease)
- $45,114,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Boston Company Asset Mgmt, LLC | NONE OTHER THAN CONTRACT | $426,273 | $0 |
| Equity Investment Company | NONE OTHER THAN CONTRACT | $356,300 | not reported in the loaded dataset |
| Wells Fargo Advisors, LLC | NONE OTHER THAN CONTRACT | $255,865 | not reported in the loaded dataset |
| Alta Capital Management | NONE OTHER THAN CONTRACT | $254,519 | $0 |
| Agincourt | NONE OTHER THAN CONTRACT | $137,110 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $119,981 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $86,206 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $58,408 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE OTHER THAN CONTRACT | $30,628 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $25,942 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $20,293 | not reported in the loaded dataset |
| Lettersteam | NONE OTHER THAN CONTRACT | $6,484 | not reported in the loaded dataset |
| Kenneth Grimes, Pc | NONE OTHER THAN CONTRACT | $6,126 | not reported in the loaded dataset |