Sheet Metal Workers Local 218(S) Pension Plan — Form 5500 plan (Sheet Metal Workers Local 218(S) 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 218(S) Pension Plan is a benefit plan reported by Sheet Metal Workers Local 218(S) Pension Fund under EIN 37-0843480 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $56,553,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 218(S) Pension Fund
- EIN
- 37-0843480
- Plan number
- 001
- Plan type
- 1
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $56,553,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20250421153402NAL0007166258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,553,783
- Total liabilities (EOY)
- $57,855
- Net assets (EOY)
- $56,495,928
- Net assets (BOY)
- $51,918,876
Income & contributions
- Employer contributions
- $2,876,480
- Total contributions
- $2,876,480
- Total income / additions
- $8,475,671
Expenses & distributions
- Benefits paid
- $3,459,776
- Administrative expenses
- $438,843
- Total expenses
- $3,898,619
- Net increase / (decrease)
- $4,577,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $118,759 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $58,452 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $45,054 | not reported in the loaded dataset | 2023 |
| Illinois National Bank | NONE | $43,971 | $0 | 2023 |
| Tic International Corporation | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc. | NONE | $33,683 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,847 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara, Llp | NONE | $12,915 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 218(S) Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- The Segal Company — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Illinois National Bank — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cavanagh & O'Hara, Llp — Schedule C compensation