Sheet Metal Local 10 Supplemental Retirement Fund — Form 5500 plan (Trustees Of Sheet Metal Local 10 Supplemental Retirement 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 Local 10 Supplemental Retirement Fund is a benefit plan reported by Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund under EIN 41-6162383 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,712 participants and $520,285,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund
- EIN
- 41-6162383
- Plan number
- 001
- Plan type
- 1
- Location
- Maplewood, MN
- Latest filing year
- 2023
- Participants
- 4,712
- End-of-year plan assets
- $520,285,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,712 | H, C | 20241009101431NAL0037446226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $520,285,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $520,285,501
- Net assets (BOY)
- $463,299,570
Income & contributions
- Employer contributions
- $19,402,436
- Participant contributions
- $2,667,034
- Total contributions
- $22,308,122
- Total income / additions
- $81,240,523
Expenses & distributions
- Benefits paid
- $23,783,622
- Administrative expenses
- $470,970
- Total expenses
- $24,254,592
- Net increase / (decrease)
- $56,985,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Control Board | NONE | $194,869 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $105,000 | $50 | 2023 |
| Cliftonlarsonallen Llp | NONE | $26,040 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn & La | NONE | $25,160 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $18,571 | $0 | 2023 |
| Shumaker, Loop & Kenrick, Llp | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Sierra Investment Management | NONE | $9,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Maplewood, MN
- Sheet Metal Control Board — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Mcgrann Shea Carnival Straughn & La — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Shumaker, Loop & Kenrick, Llp — Schedule C compensation
- Sierra Investment Management — Schedule C compensation