Toledo Area Sheet Metal Workers Pension Plan And Trust — Form 5500 plan (Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee)
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, Toledo Area Sheet Metal Workers Pension Plan And Trust is a benefit plan reported by Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee under EIN 34-6682530 and plan number 001. The latest loaded filing year is 2023. The filing reports 835 participants and $46,553,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee
- EIN
- 34-6682530
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $46,553,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20250609095559NAL0040570866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,553,409
- Total liabilities (EOY)
- $26,258
- Net assets (EOY)
- $46,527,151
- Net assets (BOY)
- $43,973,007
Income & contributions
- Employer contributions
- $5,519,869
- Total contributions
- $5,519,869
- Total income / additions
- $7,969,778
Expenses & distributions
- Benefits paid
- $4,985,647
- Administrative expenses
- $429,987
- Total expenses
- $5,415,634
- Net increase / (decrease)
- $2,554,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $68,457 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $65,299 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick Llp | NONE | $36,606 | not reported in the loaded dataset | 2023 |
| Hamlin Capital Management | NONE | $35,768 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $34,279 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $19,600 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE | $18,366 | not reported in the loaded dataset | 2023 |
| Macqueen Insurance Group | NONE | $11,764 | not reported in the loaded dataset | 2023 |
| Smw Fringe Benefit Funds, Inc. | RELATED FUND | $9,413 | not reported in the loaded dataset | 2023 |
| Novara Tesija Catenacci Mcdona | NONE | $8,471 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $5,407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Shumaker, Loop & Kendrick Llp — Schedule C compensation
- Hamlin Capital Management — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Macqueen Insurance Group — Schedule C compensation
- Smw Fringe Benefit Funds, Inc. — Schedule C compensation
- Novara Tesija Catenacci Mcdona — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation