Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund — Form 5500 plan (Bd Ttees Sheet Metal Workers' Local 100 Washington)
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 100 Washington, D.C. Area Pension Fund is a benefit plan reported by Bd Ttees Sheet Metal Workers' Local 100 Washington under EIN 52-6038495 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,827 participants and $370,438,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Ttees Sheet Metal Workers' Local 100 Washington
- EIN
- 52-6038495
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,827
- End-of-year plan assets
- $370,438,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,827 | H, C | 20250115161118NAL0044392818004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $370,438,168
- Total liabilities (EOY)
- $156,457
- Net assets (EOY)
- $370,281,711
- Net assets (BOY)
- $342,206,413
Income & contributions
- Employer contributions
- $25,923,273
- Total contributions
- $25,923,273
- Total income / additions
- $52,862,712
Expenses & distributions
- Benefits paid
- $23,333,022
- Administrative expenses
- $1,454,392
- Total expenses
- $24,787,414
- Net increase / (decrease)
- $28,075,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Co. Inc. | NONE | $328,405 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $274,612 | not reported in the loaded dataset | 2023 |
| Meketa Fiduciary Managment | NONE | $234,649 | not reported in the loaded dataset | 2023 |
| Crow Holdings Capital | NONE | $0 | $141,858 | 2023 |
| Aon Investments Usa Inc. | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Kohlberg, Kravis, Roberts & Co., Lp | NONE | $62,745 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein LLC | NONE | $53,527 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $45,984 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $45,693 | $0 | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $44,030 | 2023 |
| Foster & Foster, Inc. | NONE | $40,007 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $22,299 | not reported in the loaded dataset | 2023 |
| Corecommodity Managment, LLC | NONE | $0 | $21,890 | 2023 |
| State Street Global Advisors Trust | NONE | $19,958 | $0 | 2023 |
| 16 Points LLC | NONE | $0 | $13,255 | 2023 |
| Bny Mellon | NONE | $12,660 | $0 | 2023 |
| Amalgamated Bank | NONE | $12,586 | $0 | 2023 |
| Brandywine Global Investment Mgmt | NONE | $5,091 | not reported in the loaded dataset | 2023 |
| Dk Long-Term Management Lp | NONE | $0 | $0 | 2023 |
| Davidson Kempner Lt Distressed Opp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Ttees Sheet Metal Workers' Local 100 Washington
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Co. Inc. — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Meketa Fiduciary Managment — Schedule C compensation
- Crow Holdings Capital — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Kohlberg, Kravis, Roberts & Co., Lp — Schedule C compensation
- Alliance Bernstein LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Comerica — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Corecommodity Managment, LLC — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- 16 Points LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Dk Long-Term Management Lp — Schedule C compensation
- Davidson Kempner Lt Distressed Opp — Schedule C compensation