Sheet Metal Workers Local 441 Supplemental Pension Plan — Form 5500 plan (Sheet Metal Workers Local 441 Supplemental Pension Plan)
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 441 Supplemental Pension Plan is a benefit plan reported by Sheet Metal Workers Local 441 Supplemental Pension Plan under EIN 63-6219747 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $11,767,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 441 Supplemental Pension Plan
- EIN
- 63-6219747
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $11,767,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241015110019NAL0014446019011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,767,435
- Total liabilities (EOY)
- $1,584
- Net assets (EOY)
- $11,765,851
- Net assets (BOY)
- $9,985,075
Income & contributions
- Employer contributions
- $651,904
- Total contributions
- $651,904
- Total income / additions
- $2,339,890
Expenses & distributions
- Benefits paid
- $391,011
- Administrative expenses
- $168,103
- Total expenses
- $559,114
- Net increase / (decrease)
- $1,780,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $48,594 | not reported in the loaded dataset | 2023 |
| Highland Capital Management LLC | NONE | $45,730 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services | NONE | $13,300 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $12,808 | $0 | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $11,300 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $0 | $11,283 | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $5,931 | not reported in the loaded dataset | 2023 |
| Money Market & Exchange Traded Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 441 Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Highland Capital Management LLC — Schedule C compensation
- Southern Actuarial Services — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation
- Money Market & Exchange Traded Fund — Schedule C compensation