2023 Form 5500 filing — Smwia Staff 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 20250912150732NAL0000884947001) for Smwia Staff Pension Plan, reported by International Association Of Sheet Metal Air, Rail And Transportation under EIN 52-6061995 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912150732NAL0000884947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Association Of Sheet Metal Air, Rail And Transportation
- EIN
- 52-6061995
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,787,181
- Total liabilities (EOY)
- $4,184,762
- Net assets (EOY)
- $125,602,419
- Employer contributions
- $3,744,174
- Total income / additions
- $22,867,152
- Benefits paid
- $6,615,481
- Administrative expenses
- $496,453
- Total expenses
- $7,111,934
- Net increase / (decrease)
- $15,755,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clearstead Advisors LLC | NONE | $104,048 | not reported in the loaded dataset |
| Smw National Pension Fund | AFFILIATED PENSION PLAN | $58,333 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $43,750 | not reported in the loaded dataset |
| The Segal Company | NONE | $36,500 | not reported in the loaded dataset |
| Mondrian Global All Countries World | NONE | $28,882 | $0 |
| Mooney, Green, Saindon Et Al | NONE | $26,905 | not reported in the loaded dataset |
| Asb Capital Mgmt | NONE | $22,640 | not reported in the loaded dataset |
| Kayne Anderson Capital Advisors | NONE | $18,167 | $0 |
| Ninety One Global Select LLC | NONE | $17,367 | not reported in the loaded dataset |
| Wells Fargo | NONE | $14,500 | not reported in the loaded dataset |