Sheet Metal Workers Local No. 292 Pension Fund — Form 5500 plan (Board Of Trustees, Sheet Metal Workers Local No. 292 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 No. 292 Pension Fund is a benefit plan reported by Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund under EIN 38-1659157 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,507 participants and $160,014,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund
- EIN
- 38-1659157
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,507
- End-of-year plan assets
- $160,014,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,507 | H, C | 20250115083009NAL0012575907004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,014,552
- Total liabilities (EOY)
- $1,616,384
- Net assets (EOY)
- $158,398,168
- Net assets (BOY)
- $145,389,968
Income & contributions
- Employer contributions
- $12,695,744
- Total contributions
- $12,695,744
- Total income / additions
- $23,056,290
Expenses & distributions
- Benefits paid
- $8,783,653
- Administrative expenses
- $1,264,437
- Total expenses
- $10,048,090
- Net increase / (decrease)
- $13,008,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $828,910 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $169,628 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $122,083 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | SEE ATTACHED | $31,630 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | SEE ATTACHED | $19,400 | not reported in the loaded dataset | 2023 |
| American Graphics Printing | NONE | $13,899 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $0 | 2023 |
| Aligned Principal | NONE | $0 | $0 | 2023 |
| Geneva | NONE | $0 | $0 | 2023 |
| Fuller & Thaler Asset Management | NONE | $0 | $0 | 2023 |
| Lazard Asset Management | NONE | $0 | $0 | 2023 |
| Western Asset Management | NONE | $0 | $0 | 2023 |
| Causeway Capital Management, LLC | NONE | $0 | $0 | 2023 |
| Aristotle | NONE | $0 | $0 | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Pioneer Investments | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
| Bahl & Gaynor | NONE | $0 | $0 | 2023 |
| Sage Advisors, LLC | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley — Schedule C compensation
- The Segal Company — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- American Graphics Printing — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Aligned Principal — Schedule C compensation
- Geneva — Schedule C compensation
- Fuller & Thaler Asset Management — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Causeway Capital Management, LLC — Schedule C compensation
- Aristotle — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Pioneer Investments — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Bahl & Gaynor — Schedule C compensation
- Sage Advisors, LLC — Schedule C compensation
- Lord Abbett — Schedule C compensation