National Automatic Sprinkler Metal Trades Pension Fund — Form 5500 plan (Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun)
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 Automatic Sprinkler Metal Trades Pension Fund is a benefit plan reported by Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun under EIN 52-6133856 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,497 participants and $19,987,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun
- EIN
- 52-6133856
- Plan number
- 001
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 1,497
- End-of-year plan assets
- $19,987,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,497 | H, C | 20241014082213NAL0025717585004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,987,331
- Total liabilities (EOY)
- $101,382
- Net assets (EOY)
- $19,885,949
- Net assets (BOY)
- $17,796,845
Income & contributions
- Employer contributions
- $1,075,741
- Total contributions
- $1,075,741
- Total income / additions
- $3,437,100
Expenses & distributions
- Benefits paid
- $870,778
- Administrative expenses
- $477,218
- Total expenses
- $1,347,996
- Net increase / (decrease)
- $2,089,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Consulting | NONE | $107,438 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $38,737 | not reported in the loaded dataset | 2023 |
| Sei Trust Company (Intech) | NONE | $31,372 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $11,710 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $10,227 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $7,358 | $0 | 2023 |
| Basys, Inc. | NONE | $7,195 | $0 | 2023 |
| Comerica Bank | NONE | $7,183 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Segal Consulting — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Sei Trust Company (Intech) — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Basys, Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation