Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan — Form 5500 plan (Bot Sheet Metal Workers Local Union No.17 Supplemental 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. 17 Supplemental Pension Plan is a benefit plan reported by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund under EIN 20-0845880 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,135 participants and $143,658,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund
- EIN
- 20-0845880
- Plan number
- 001
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 2,135
- End-of-year plan assets
- $143,658,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,135 | H, C | 20241015172540NAL0029248465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,658,646
- Total liabilities (EOY)
- $44,774
- Net assets (EOY)
- $143,613,872
- Net assets (BOY)
- $120,754,767
Income & contributions
- Employer contributions
- $10,756,418
- Total contributions
- $10,756,418
- Total income / additions
- $26,645,002
Expenses & distributions
- Benefits paid
- $2,963,794
- Administrative expenses
- $822,103
- Total expenses
- $3,785,897
- Net increase / (decrease)
- $22,859,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smw Insurance Fund | AFFILIATED FUND | $183,169 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $115,716 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $91,406 | not reported in the loaded dataset | 2023 |
| Blackstone | NONE | $83,644 | $0 | 2023 |
| Chevy Chase | NONE | $68,613 | $0 | 2023 |
| Ullico | NONE | $54,007 | $0 | 2023 |
| Siguler Guff Small Buyout Opportuni | NONE | $39,500 | $0 | 2023 |
| Mept | NONE | $37,586 | $0 | 2023 |
| Hamilton Lane | NONE | $32,345 | $0 | 2023 |
| Partners Group Private Equity | NONE | $31,699 | $0 | 2023 |
| Mesirow | NONE | $22,948 | $0 | 2023 |
| Manzi & Associates, LLC | NONE | $19,298 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $16,667 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $13,145 | $0 | 2023 |
| Pimco | NONE | $0 | $0 | 2023 |
| Grosvenor Opportunistic Cr | NONE | $0 | $0 | 2023 |
| Eaton Vance | NONE | $0 | $0 | 2023 |
| Asb Real Estate Fund | NONE | $0 | $0 | 2023 |
| Afl-Cio Equity Fund | NONE | $0 | $0 | 2023 |
| Bny Mellon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Smw Insurance Fund — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Blackstone — Schedule C compensation
- Chevy Chase — Schedule C compensation
- Ullico — Schedule C compensation
- Siguler Guff Small Buyout Opportuni — Schedule C compensation
- Mept — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Partners Group Private Equity — Schedule C compensation
- Mesirow — Schedule C compensation
- Manzi & Associates, LLC — Schedule C compensation
- Krakow & Souris — Schedule C compensation
- Pimco — Schedule C compensation
- Grosvenor Opportunistic Cr — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Asb Real Estate Fund — Schedule C compensation
- Afl-Cio Equity Fund — Schedule C compensation
- Bny Mellon — Schedule C compensation