Sheet Metal Workers Local 112 Pension Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 112 Pension Plan)
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 112 Pension Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local 112 Pension Plan under EIN 16-6052226 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $40,759,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 112 Pension Plan
- EIN
- 16-6052226
- Plan number
- 001
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $40,759,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20250814090302NAL0008955331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,759,482
- Total liabilities (EOY)
- $7,457
- Net assets (EOY)
- $40,752,025
- Net assets (BOY)
- $33,987,839
Income & contributions
- Employer contributions
- $2,683,199
- Total contributions
- $2,683,199
- Total income / additions
- $9,585,806
Expenses & distributions
- Benefits paid
- $2,393,282
- Administrative expenses
- $428,338
- Total expenses
- $2,821,620
- Net increase / (decrease)
- $6,764,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $262,434 | not reported in the loaded dataset | 2023 |
| Osullivan Associates | ACTUARY | $28,442 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $26,895 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $21,900 | not reported in the loaded dataset | 2023 |
| Smw Local 112 Welfare Fund | UNION BENEFIT FUND | $20,844 | not reported in the loaded dataset | 2023 |
| Chemung Canal Trust Company | PROCESS PENSION CHECKS | $8,066 | not reported in the loaded dataset | 2023 |
| Bny Mellon Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Judith J Gush | OUTSIDE ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Lord Abbett Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Doubleline Funds Trust | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| American Beacon Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Kkr Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local 112 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Osullivan Associates — Schedule C compensation
- Sheet Metal Workers Local 112 — Schedule C compensation
- Mengel, Metzger, Barr & Co. Llp — Schedule C compensation
- Smw Local 112 Welfare Fund — Schedule C compensation
- Chemung Canal Trust Company — Schedule C compensation
- Bny Mellon Funds — Schedule C compensation
- Judith J Gush — Schedule C compensation
- Lord Abbett Funds — Schedule C compensation
- Doubleline Funds Trust — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Kkr Funds — Schedule C compensation