International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund — Form 5500 plan (Board Of Trustees Of Smart Local Union No. 36 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, International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund is a benefit plan reported by Board Of Trustees Of Smart Local Union No. 36 Pension Fund under EIN 43-0727853 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,765 participants and $342,794,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 Pension Fund
- EIN
- 43-0727853
- Plan number
- 001
- Plan type
- 1
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 2,765
- End-of-year plan assets
- $342,794,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,765 | H, C | 20241015133926NAL0049660768004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $342,794,370
- Total liabilities (EOY)
- $542,907
- Net assets (EOY)
- $342,251,463
- Net assets (BOY)
- $310,221,682
Income & contributions
- Employer contributions
- $21,703,988
- Total contributions
- $21,703,988
- Total income / additions
- $55,445,650
Expenses & distributions
- Benefits paid
- $22,193,577
- Administrative expenses
- $1,222,292
- Total expenses
- $23,415,869
- Net increase / (decrease)
- $32,029,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates, Inc. | NONE | $159,830 | not reported in the loaded dataset | 2023 |
| Jackie Curlee | EMPLOYEE | $100,958 | not reported in the loaded dataset | 2023 |
| Wellington Management Company, Llp | NONE | $89,808 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $78,807 | $0 | 2023 |
| Rockwood Capital Advisors, LLC | NONE | $69,779 | not reported in the loaded dataset | 2023 |
| Judith Mitchell | EMPLOYEE/ADMINISTRATOR | $58,410 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $54,297 | not reported in the loaded dataset | 2023 |
| Rreef America LLC | NONE | $48,438 | not reported in the loaded dataset | 2023 |
| Joanna Ham | EMPLOYEE | $48,038 | not reported in the loaded dataset | 2023 |
| Evelyn Dunajcik | NONE | $47,659 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $47,425 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $41,670 | $0 | 2023 |
| Schuchat, Cook, & Werner | NONE | $40,604 | not reported in the loaded dataset | 2023 |
| Amy Jo Wood | EMPLOYEE | $36,545 | not reported in the loaded dataset | 2023 |
| Catherine Dobrynski | EMPLOYEE | $34,408 | not reported in the loaded dataset | 2023 |
| Conner Ash, P.C. | NONE | $19,853 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmt | NONE | $8,914 | not reported in the loaded dataset | 2023 |
| System Design Associates | NONE | $6,326 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smart Local Union No. 36 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Marquette Associates, Inc. — Schedule C compensation
- Jackie Curlee — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Rockwood Capital Advisors, LLC — Schedule C compensation
- Judith Mitchell — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- Joanna Ham — Schedule C compensation
- Evelyn Dunajcik — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Schuchat, Cook, & Werner — Schedule C compensation
- Amy Jo Wood — Schedule C compensation
- Catherine Dobrynski — Schedule C compensation
- Conner Ash, P.C. — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- System Design Associates — Schedule C compensation