Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan — Form 5500 plan (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension)
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 20 Defined Contribution Pension Plan is a benefit plan reported by Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension under EIN 35-2062343 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,837 participants and $95,399,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension
- EIN
- 35-2062343
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,837
- End-of-year plan assets
- $95,399,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,837 | H, C | 20241009121535NAL0032603552002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,399,539
- Total liabilities (EOY)
- $78,748
- Net assets (EOY)
- $95,320,791
- Net assets (BOY)
- $83,069,737
Income & contributions
- Employer contributions
- $4,632,147
- Total contributions
- $4,660,065
- Total income / additions
- $15,614,543
Expenses & distributions
- Benefits paid
- $2,841,351
- Administrative expenses
- $522,138
- Total expenses
- $3,363,489
- Net increase / (decrease)
- $12,251,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $172,565 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $85,924 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners, LLC | NONE | $19,124 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Kmr Systems | NONE | $9,073 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $7,916 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- John Hancock Retirement Plan Servic — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Kmr Systems — Schedule C compensation
- Segal — Schedule C compensation