2023 Form 5500 filing — Sheet Metal Workers Local Union No. 32 Pension Trust 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 20260512144639NAL0006803633001) for Sheet Metal Workers Local Union No. 32 Pension Trust Fund, reported by Sheet Metal Workers Local Union No. 32 Pension Trust Fund under EIN 59-6152610 and plan number 001. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260512144639NAL0006803633001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund
- EIN
- 59-6152610
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,120,793
- Total liabilities (EOY)
- $11,754
- Net assets (EOY)
- $59,109,039
- Employer contributions
- $959,814
- Total income / additions
- $4,340,516
- Benefits paid
- $2,997,328
- Administrative expenses
- $505,478
- Total expenses
- $3,502,806
- Net increase / (decrease)
- $837,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neba Inc. | NONE | $96,051 | not reported in the loaded dataset |
| Sugarman & Susskind, P.A | NONE | $77,193 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $60,000 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $58,554 | not reported in the loaded dataset |
| Post Traditional High Yield Fund, L | NONE | $24,278 | not reported in the loaded dataset |
| Victory Capital Management Inc. | NONE | $24,004 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $22,359 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $21,892 | not reported in the loaded dataset |
| Hardman Johnston International Equi | NONE | $17,398 | not reported in the loaded dataset |
| First Eagle Investment Management, | NONE | $12,720 | not reported in the loaded dataset |
| Ksdt & Co., LLC | NONE | $10,800 | not reported in the loaded dataset |
| Us Bank | NONE | $6,000 | not reported in the loaded dataset |