Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund — Form 5500 plan (Board Of Trustees Sheet Metal, Air Youngstown District)
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, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund is a benefit plan reported by Board Of Trustees Sheet Metal, Air Youngstown District under EIN 34-1939172 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $76,678,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal, Air Youngstown District
- EIN
- 34-1939172
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $76,678,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241011085309NAL0022444817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,678,507
- Total liabilities (EOY)
- $25,724
- Net assets (EOY)
- $76,652,783
- Net assets (BOY)
- $71,795,947
Income & contributions
- Employer contributions
- $2,634,785
- Total contributions
- $2,634,785
- Total income / additions
- $10,201,353
Expenses & distributions
- Benefits paid
- $4,871,271
- Administrative expenses
- $473,246
- Total expenses
- $5,344,517
- Net increase / (decrease)
- $4,856,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors | NONE | $93,411 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure T/E Fund | NONE | $54,655 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $53,374 | not reported in the loaded dataset | 2023 |
| U S Real Estate Investment Fund | NONE | $47,304 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | NONE | $45,537 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $33,667 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $31,134 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Sheet Metal Collection Agency | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal, Air Youngstown District
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- American Realty Advisors — Schedule C compensation
- Ullico Infrastructure T/E Fund — Schedule C compensation
- Benesys — Schedule C compensation
- U S Real Estate Investment Fund — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Sheet Metal Collection Agency — Schedule C compensation