Sheet Metal Workers Local Pension Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 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 Pension Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local Pension Plan under EIN 34-6666753 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,646 participants and $80,340,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local Pension Plan
- EIN
- 34-6666753
- Plan number
- 001
- Plan type
- 1
- Location
- Massillon, OH
- Latest filing year
- 2023
- Participants
- 1,646
- End-of-year plan assets
- $80,340,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,646 | H, C | 20250218175516NAL0005674976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,340,049
- Total liabilities (EOY)
- $347,912
- Net assets (EOY)
- $79,992,137
- Net assets (BOY)
- $78,441,126
Income & contributions
- Employer contributions
- $4,036,352
- Total contributions
- $4,036,352
- Total income / additions
- $9,232,948
Expenses & distributions
- Benefits paid
- $7,071,288
- Administrative expenses
- $610,649
- Total expenses
- $7,681,937
- Net increase / (decrease)
- $1,551,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $118,994 | not reported in the loaded dataset | 2023 |
| Novara, Tesija, & Catenacci, Pllc | NONE | $109,522 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $99,918 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $61,316 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney Hldgs | NONE | $59,427 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management, LLC | NONE | $42,988 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE | $28,617 | not reported in the loaded dataset | 2023 |
| J Schaefer & Company LLC | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers 33 Fb Fund | NONE | $8,714 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Massillon, OH
- Benesys, Inc. — Schedule C compensation
- Novara, Tesija, & Catenacci, Pllc — Schedule C compensation
- Milliman — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Morgan Stanley Smith Barney Hldgs — Schedule C compensation
- Hamlin Capital Management, LLC — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- J Schaefer & Company LLC — Schedule C compensation
- Sheet Metal Workers 33 Fb Fund — Schedule C compensation
- Newport Trust Company — Schedule C compensation