National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan — Form 5500 plan (Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T)
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, National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan is a benefit plan reported by Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T under EIN 52-1036457 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,882 participants and $877,221,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T
- EIN
- 52-1036457
- Plan number
- 501
- Plan type
- 1
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 22,882
- End-of-year plan assets
- $877,221,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,882 | H, C | 20241011160944NAL0012739811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $877,221,495
- Total liabilities (EOY)
- $7,483,474
- Net assets (EOY)
- $869,738,021
- Net assets (BOY)
- $789,301,223
Income & contributions
- Employer contributions
- $13,685,158
- Total contributions
- $13,685,158
- Total income / additions
- $118,879,392
Expenses & distributions
- Benefits paid
- $32,208,097
- Administrative expenses
- $6,234,497
- Total expenses
- $38,442,594
- Net increase / (decrease)
- $80,436,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal National Pension Fund | RELATED BENEFIT FUND | $626,738 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $396,090 | $0 | 2023 |
| The Segal Company, Inc. | NONE | $321,029 | not reported in the loaded dataset | 2023 |
| Tcw Asset Mgmt Company, LLC | NONE | $272,312 | $0 | 2023 |
| Kenneth Colombo | EMPLOYEE | $242,900 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management, LLC | NONE | $222,298 | not reported in the loaded dataset | 2023 |
| Maximum Technologies, Inc. | NONE | $198,002 | not reported in the loaded dataset | 2023 |
| Nicholas Devore | EMPLOYEE | $188,745 | not reported in the loaded dataset | 2023 |
| Kathleen Hickey | EMPLOYEE/CONSULTANT | $172,731 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $159,196 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $147,155 | $0 | 2023 |
| Darryl Lewis | EMPLOYEE | $138,866 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $127,197 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisers, Inc. | NONE | $122,493 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $121,615 | $0 | 2023 |
| Chartwell Investment Partners LLC | NONE | $121,183 | not reported in the loaded dataset | 2023 |
| Ildiko St. Pierre | EMPLOYEE | $120,294 | not reported in the loaded dataset | 2023 |
| Vonda Oliver | EMPLOYEE | $117,101 | not reported in the loaded dataset | 2023 |
| Cole Mulligan | EMPLOYEE | $116,233 | not reported in the loaded dataset | 2023 |
| Rice Hall James & Associates LLC | NONE | $115,128 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $113,603 | not reported in the loaded dataset | 2023 |
| Christina Elliott | EMPLOYEE | $105,529 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $105,229 | not reported in the loaded dataset | 2023 |
| Jae Sim | EMPLOYEE | $104,232 | not reported in the loaded dataset | 2023 |
| Schuchat, Cook & Werner | NONE | $93,952 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | $91,863 | $0 | 2023 |
| Daniela Guillen | EMPLOYEE | $90,497 | not reported in the loaded dataset | 2023 |
| Phillip Cave | EMPLOYEE | $89,868 | not reported in the loaded dataset | 2023 |
| Fiera Capital, Inc. | NONE | $87,865 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $85,605 | not reported in the loaded dataset | 2023 |
| David Kumah | EMPLOYEE | $82,156 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $65,835 | not reported in the loaded dataset | 2023 |
| Clear Measure, Inc. | NONE | $62,038 | $0 | 2023 |
| Alexander Donovan | EMPLOYEE | $55,938 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Mgmt. LLC | NONE | $52,872 | $0 | 2023 |
| Alyza Jane Pacheco | EMPLOYEE | $47,971 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $40,342 | $0 | 2023 |
| Kelly Press, Inc. | NONE | $29,744 | not reported in the loaded dataset | 2023 |
| Legal & General Inv. Mgmt. America | NONE | $24,076 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $21,963 | not reported in the loaded dataset | 2023 |
| Segal Select Ins. Services, Inc. | NONE | $0 | $14,351 | 2023 |
| Abel Noser LLC | NONE | $6,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Sheet Metal National Pension Fund — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Tcw Asset Mgmt Company, LLC — Schedule C compensation
- Kenneth Colombo — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Maximum Technologies, Inc. — Schedule C compensation
- Nicholas Devore — Schedule C compensation
- Kathleen Hickey — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Darryl Lewis — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Pacific Income Advisers, Inc. — Schedule C compensation
- Truist Bank — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Ildiko St. Pierre — Schedule C compensation
- Vonda Oliver — Schedule C compensation
- Cole Mulligan — Schedule C compensation
- Rice Hall James & Associates LLC — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Christina Elliott — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Jae Sim — Schedule C compensation
- Schuchat, Cook & Werner — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Daniela Guillen — Schedule C compensation
- Phillip Cave — Schedule C compensation
- Fiera Capital, Inc. — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- David Kumah — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Clear Measure, Inc. — Schedule C compensation
- Alexander Donovan — Schedule C compensation
- Blackrock Investment Mgmt. LLC — Schedule C compensation
- Alyza Jane Pacheco — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Kelly Press, Inc. — Schedule C compensation
- Legal & General Inv. Mgmt. America — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Segal Select Ins. Services, Inc. — Schedule C compensation
- Abel Noser LLC — Schedule C compensation