Sheet Metal Workers Local Union No. 28 Pension Fund — Form 5500 plan (Board Of Trustees Of Smw Lu No. 28 Pension Fund)
Plain-English plan 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, Sheet Metal Workers Local Union No. 28 Pension Fund is a benefit plan reported by Board Of Trustees Of Smw Lu No. 28 Pension Fund under EIN 11-2480671 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,545 participants and $330,273,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smw Lu No. 28 Pension Fund
- EIN
- 11-2480671
- Plan number
- 001
- Plan type
- 1
- Location
- Mineola, NY
- Latest filing year
- 2023
- Participants
- 5,545
- End-of-year plan assets
- $330,273,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,545 | H, C | 20241012094550NAL0023358545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $330,273,836
- Total liabilities (EOY)
- $147,165
- Net assets (EOY)
- $330,126,671
- Net assets (BOY)
- $299,285,846
Income & contributions
- Employer contributions
- $13,569,612
- Total contributions
- $13,569,612
- Total income / additions
- $49,230,080
Expenses & distributions
- Benefits paid
- $16,867,699
- Administrative expenses
- $1,521,556
- Total expenses
- $18,389,255
- Net increase / (decrease)
- $30,840,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc | NONE | $100,859 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Lp | NONE | $94,104 | $0 | 2023 |
| Loomis, Sayles & Company | NONE | $66,925 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $66,408 | $0 | 2023 |
| Richie Knice | EMPLOYEE | $58,513 | not reported in the loaded dataset | 2023 |
| Glen Camisa | EMPLOYEE | $54,747 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills Llp | NONE | $52,951 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $52,699 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $50,189 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $43,802 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $42,561 | not reported in the loaded dataset | 2023 |
| Angelica Darby | EMPLOYEE | $34,827 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $29,150 | not reported in the loaded dataset | 2023 |
| Syntonic System, Inc | NONE | $18,951 | not reported in the loaded dataset | 2023 |
| Flexible Business Systems | NONE | $13,998 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,590 | $0 | 2023 |
| Jaspen Schlesinger Narendran Llp | NONE | $7,574 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smw Lu No. 28 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mineola, NY
- Milliman, Inc — Schedule C compensation
- Westfield Capital Management Lp — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Richie Knice — Schedule C compensation
- Glen Camisa — Schedule C compensation
- Colleran, O'Hara & Mills Llp — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Angelica Darby — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Syntonic System, Inc — Schedule C compensation
- Flexible Business Systems — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Jaspen Schlesinger Narendran Llp — Schedule C compensation