Sheet Metal Workers Local No. 177 Pension Fund — Form 5500 plan (Trustees - Sheet Metal Workers Local No. 177 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 No. 177 Pension Fund is a benefit plan reported by Trustees - Sheet Metal Workers Local No. 177 Pension Fund under EIN 62-6093256 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,145 participants and $69,572,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund
- EIN
- 62-6093256
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,145
- End-of-year plan assets
- $69,572,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,145 | H, C | 20241014161506NAL0015273843002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,572,172
- Total liabilities (EOY)
- $10,298
- Net assets (EOY)
- $69,561,874
- Net assets (BOY)
- $62,116,832
Income & contributions
- Employer contributions
- $3,832,734
- Total contributions
- $3,832,734
- Total income / additions
- $11,083,056
Expenses & distributions
- Benefits paid
- $3,023,967
- Administrative expenses
- $614,047
- Total expenses
- $3,638,014
- Net increase / (decrease)
- $7,445,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $190,523 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $96,209 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $36,688 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $30,447 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $0 | $30,242 | 2023 |
| Polen Capital | NONE | $23,367 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $21,457 | not reported in the loaded dataset | 2023 |
| Lazard International | NONE | $17,200 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $15,505 | not reported in the loaded dataset | 2023 |
| Kennedy Capital | NONE | $10,627 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $7,906 | not reported in the loaded dataset | 2023 |
| Kayne Anderson | NONE | $6,827 | not reported in the loaded dataset | 2023 |
| Invesco Real Estate Trust Inc. | NONE | $6,325 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $6,002 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $5,757 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $5,110 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Sheet Metal Workers Local No. 177 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Morgan Stanley — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Blackrock — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Polen Capital — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Lazard International — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Kennedy Capital — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Kayne Anderson — Schedule C compensation
- Invesco Real Estate Trust Inc. — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Mutual Funds — Schedule C compensation