Sheet Metal Workers' National Pension Fund — Form 5500 plan (Bd Of Trustees Sheet Metal Workers' National 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' National Pension Fund is a benefit plan reported by Bd Of Trustees Sheet Metal Workers' National Pension Fund under EIN 52-6112463 and plan number 001. The latest loaded filing year is 2023. The filing reports 146,453 participants and $8,306,466,489 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees Sheet Metal Workers' National Pension Fund
EIN
52-6112463
Plan number
001
Plan type
1
Location
Falls Church, VA
Latest filing year
2023
Participants
146,453
End-of-year plan assets
$8,306,466,489

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146,453H, C20241014140705NAL0052600546003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,306,466,489
Total liabilities (EOY)
$763,227,213
Net assets (EOY)
$7,543,239,276
Net assets (BOY)
$6,599,808,309

Income & contributions

Employer contributions
$631,360,941
Total contributions
$631,360,941
Total income / additions
$1,552,317,269

Expenses & distributions

Benefits paid
$580,308,513
Administrative expenses
$28,577,789
Total expenses
$608,886,302
Net increase / (decrease)
$943,430,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Graystone ConsultingNONE$2,699,124not reported in the loaded dataset2023
Union Labor Life Insurance CompanyNONE$1,181,468not reported in the loaded dataset2023
Delaware InternationalNONE$1,036,528not reported in the loaded dataset2023
Foundry Partners Micro ValueNONE$884,558not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$872,768not reported in the loaded dataset2023
Harding Loevner LpNONE$809,376not reported in the loaded dataset2023
Westfield Capital ManagementNONE$767,180not reported in the loaded dataset2023
Aristotle Lg ValueNONE$710,974not reported in the loaded dataset2023
Metropolitan West Asset ManagementNONE$635,745not reported in the loaded dataset2023
Delaware Management Business TrustNONE$566,397not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$504,749not reported in the loaded dataset2023
BlackrockNONE$482,294not reported in the loaded dataset2023
Polen Capital Large CapNONE$446,236not reported in the loaded dataset2023
Earnest PartnersNONE$445,297not reported in the loaded dataset2023
Maximum Technologies IncNONE$431,650not reported in the loaded dataset2023
Mooney, Green, Saindon Et AlNONE$384,038not reported in the loaded dataset2023
Rice Hall JamesNONE$366,406not reported in the loaded dataset2023
Mellon Capital ManagementNONE$340,836not reported in the loaded dataset2023
Kelly PressNONE$340,121not reported in the loaded dataset2023
Seix Investment Advisors LLCNONE$333,910not reported in the loaded dataset2023
The Segal CompanyNONE$327,858not reported in the loaded dataset2023
Martin Currie Emerging MarketsNONE$314,420$02023
Wamco SmaNONE$298,344not reported in the loaded dataset2023
Lori WoodEMPLOYEE$284,058not reported in the loaded dataset2023
Ims, IncNONE$254,555not reported in the loaded dataset2023
Tearyn J LovingEMPLOYEE$253,181not reported in the loaded dataset2023
Timothy MyersEMPLOYEE$204,896not reported in the loaded dataset2023
Debra Elkins-SantiEMPLOYEE$187,012not reported in the loaded dataset2023
Withum Smith & BrownNONE$159,124not reported in the loaded dataset2023
Neil SullivanEMPLOYEE$131,470not reported in the loaded dataset2023
Decusoft LLCNONE$124,200not reported in the loaded dataset2023
Kristin BruckEMPLOYEE$121,815not reported in the loaded dataset2023
Heather MooneyhamEMPLOYEE$106,822not reported in the loaded dataset2023
Jessica SmithEMPLOYEE$105,864not reported in the loaded dataset2023
Kathryn H InkellisEMPLOYEE$102,134not reported in the loaded dataset2023
Cory A TysonEMPLOYEE$101,927not reported in the loaded dataset2023
Eddie GeislerEMPLOYEE$101,523not reported in the loaded dataset2023
Blitman & King LlpNONE$100,757not reported in the loaded dataset2023
Tina SandersEMPLOYEE$96,524not reported in the loaded dataset2023
Jessica DunleavyEMPLOYEE$92,659not reported in the loaded dataset2023
Ellen OdellEMPLOYEE$90,685not reported in the loaded dataset2023
Mary Ross-KendricksEMPLOYEE$89,677not reported in the loaded dataset2023
Kevin R EddisEMPLOYEE$84,572not reported in the loaded dataset2023
David RolandEMPLOYEE$84,333not reported in the loaded dataset2023
Porter PowellEMPLOYEE$82,996not reported in the loaded dataset2023
VersivoNONE$81,244not reported in the loaded dataset2023
Debbie KeplingerEMPLOYEE$78,326not reported in the loaded dataset2023
Laron HowardEMPLOYEE$77,954not reported in the loaded dataset2023
Warlene WilliamsEMPLOYEE$76,679not reported in the loaded dataset2023
Toni AlstonEMPLOYEE$73,858not reported in the loaded dataset2023
Megan N TabriEMPLOYEE$73,118not reported in the loaded dataset2023
Allison C MerfeldEMPLOYEE$71,918not reported in the loaded dataset2023
Bismark AgyeiEMPLOYEE$71,034not reported in the loaded dataset2023
Cherylrene LoftlandEMPLOYEE$69,938not reported in the loaded dataset2023
Sabrina DavisEMPLOYEE$69,232not reported in the loaded dataset2023
Daniel HagermanEMPLOYEE$68,860not reported in the loaded dataset2023
Heidi C SeppiEMPLOYEE$67,208not reported in the loaded dataset2023
Glenda WilsonEMPLOYEE$65,142not reported in the loaded dataset2023
Carminn BosemanEMPLOYEE$62,729not reported in the loaded dataset2023
Jaide AbriamEMPLOYEE$62,498not reported in the loaded dataset2023
Sarah YimamEMPLOYEE$62,067not reported in the loaded dataset2023
Crystal WardEMPLOYEE$61,202not reported in the loaded dataset2023
Tina WinskeEMPLOYEE$60,391not reported in the loaded dataset2023
Yvette Munoz-CentenoEMPLOYEE$59,717not reported in the loaded dataset2023
Ernest TrotmanEMPLOYEE$59,682not reported in the loaded dataset2023
Jessica M BalazekEMPLOYEE$59,135not reported in the loaded dataset2023
Ryan MaloneyEMPLOYEE$58,881not reported in the loaded dataset2023
Paola BordaEMPLOYEE$58,411not reported in the loaded dataset2023
Rocs Grad StaffingNONE$57,623not reported in the loaded dataset2023
Captrust Financial Advisors, LLCNONE$55,000not reported in the loaded dataset2023
Addison GroupNONE$53,056not reported in the loaded dataset2023
Victory TrivalentNONE$52,617not reported in the loaded dataset2023
James T RayEMPLOYEE$51,865not reported in the loaded dataset2023
Octavia L SamuelsEMPLOYEE$51,665not reported in the loaded dataset2023
Chianta PointerEMPLOYEE$50,845not reported in the loaded dataset2023
Zach MilnesEMPLOYEE$50,325not reported in the loaded dataset2023
Courtney VizekEMPLOYEE$49,139not reported in the loaded dataset2023
Sarah JonesEMPLOYEE$48,539not reported in the loaded dataset2023
Cdw LLCNONE$48,363not reported in the loaded dataset2023
Sara BeasleyEMPLOYEE$47,692not reported in the loaded dataset2023
Christopher A LynchEMPLOYEE$45,626not reported in the loaded dataset2023
Chelsea InkumsahEMPLOYEE$38,632not reported in the loaded dataset2023
United Business TechnologiesNONE$37,356not reported in the loaded dataset2023
Cyxtera Technologies IncNONE$37,192not reported in the loaded dataset2023
American Arbitration AssociationNONE$34,400not reported in the loaded dataset2023
Abel NoserNONE$32,500not reported in the loaded dataset2023
Dominic DesimoniEMPLOYEE$31,600not reported in the loaded dataset2023
Arcara Zucarelli Lenda & AssociatesNONE$29,782not reported in the loaded dataset2023
Ted SlinkardEMPLOYEE$29,141not reported in the loaded dataset2023
Schultheis & Panettieri LlpNONE$29,021not reported in the loaded dataset2023
Hannah PrattEMPLOYEE$28,850not reported in the loaded dataset2023
Christina DoughertyEMPLOYEE$28,085not reported in the loaded dataset2023
CenturylinkNONE$27,250not reported in the loaded dataset2023
Turn 2 PartnersNONE$24,699not reported in the loaded dataset2023
West Group Payment CenterNONE$24,294not reported in the loaded dataset2023
Jaelyn ScottEMPLOYEE$23,285not reported in the loaded dataset2023
VerizonNONE$20,720not reported in the loaded dataset2023
Benefit Plan Admin. Of WisconsinNONE$15,423not reported in the loaded dataset2023
Wilson Mcshane CorporationNONE$15,278not reported in the loaded dataset2023
Cornfield And Feldman LlpNONE$13,598not reported in the loaded dataset2023
Proxy Vote Plus, LLCNONE$13,500not reported in the loaded dataset2023
Savannah MegensEMPLOYEE$12,827not reported in the loaded dataset2023
Tiaa Commercial Finance, Inc. TotalNONE$10,897not reported in the loaded dataset2023
Gerald Duran MateoEMPLOYEE$9,048not reported in the loaded dataset2023
Gilbert & SackmanNONE$8,050not reported in the loaded dataset2023
Life Status 360 LLCNONE$6,913not reported in the loaded dataset2023
Cahir GeraghtyEMPLOYEE$6,545not reported in the loaded dataset2023
Exponential Consulting, LLCNONE$5,285not reported in the loaded dataset2023

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