Sheet Metal Workers Local 85 Pension Fund — Form 5500 plan (Sheet Metal Workers Local 85 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 Local 85 Pension Fund is a benefit plan reported by Sheet Metal Workers Local 85 Pension Fund under EIN 58-6084968 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,952 participants and $167,190,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 85 Pension Fund
- EIN
- 58-6084968
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,952
- End-of-year plan assets
- $167,190,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,952 | H, C | 20241013234506NAL0014394339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,190,157
- Total liabilities (EOY)
- $153,499
- Net assets (EOY)
- $167,036,658
- Net assets (BOY)
- $147,895,737
Income & contributions
- Employer contributions
- $9,618,597
- Total contributions
- $9,618,597
- Total income / additions
- $30,462,865
Expenses & distributions
- Benefits paid
- $10,378,519
- Administrative expenses
- $943,425
- Total expenses
- $11,321,944
- Net increase / (decrease)
- $19,140,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atlanta Capital Management | NONE | $271,664 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $104,263 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Mewhinney & Strauss | NONE | $100,048 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $85,456 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $82,756 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $50,500 | $0 | 2023 |
| Horizon Actuarial Services | NONE | $43,181 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $32,131 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $21,425 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual, Etfs & Closed | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 85 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Atlanta Capital Management — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Barrow Hanley Mewhinney & Strauss — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Money Market, Mutual, Etfs & Closed — Schedule C compensation