Baton Rouge Sheet Metal Workers Pension Fund — Form 5500 plan (Jt Bd Of Trustees Sheet Metal Workers 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, Baton Rouge Sheet Metal Workers Pension Fund is a benefit plan reported by Jt Bd Of Trustees Sheet Metal Workers Pension Fund under EIN 72-0562245 and plan number 001. The latest loaded filing year is 2023. The filing reports 626 participants and $49,983,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees Sheet Metal Workers Pension Fund
- EIN
- 72-0562245
- Plan number
- 001
- Plan type
- 1
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 626
- End-of-year plan assets
- $49,983,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 626 | H, C | 20241009162514NAL0019625089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,983,738
- Total liabilities (EOY)
- $398,388
- Net assets (EOY)
- $49,585,350
- Net assets (BOY)
- $43,800,285
Income & contributions
- Employer contributions
- $2,314,244
- Total contributions
- $2,314,244
- Total income / additions
- $9,611,896
Expenses & distributions
- Benefits paid
- $3,504,478
- Administrative expenses
- $322,353
- Total expenses
- $3,826,831
- Net increase / (decrease)
- $5,785,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Terri Neff | EMPLOYEE | $68,750 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT CUSTODIAN | $61,901 | not reported in the loaded dataset | 2023 |
| Rebecca L Neff | EMPLOYEE | $47,270 | not reported in the loaded dataset | 2023 |
| Jeremy Palmer | ACCOUNTANT | $22,125 | not reported in the loaded dataset | 2023 |
| Ted Soileau, Cpa, LLC | ACCOUNTANT | $17,585 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro And Associates | ACTUARY | $16,000 | not reported in the loaded dataset | 2023 |
| Thomas Lockwood | LEGAL | $7,914 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | INSURANCE/ INVESTMENT | $6,451 | not reported in the loaded dataset | 2023 |
| Vince Comeaux | COMPUTER CONSULTANT | $2,475 | not reported in the loaded dataset | 2023 |
| Percy J Comeaux | COMPUTER CONSULTANT | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Trustees Sheet Metal Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Terri Neff — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Rebecca L Neff — Schedule C compensation
- Jeremy Palmer — Schedule C compensation
- Ted Soileau, Cpa, LLC — Schedule C compensation
- Osborn, Carreiro And Associates — Schedule C compensation
- Thomas Lockwood — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Vince Comeaux — Schedule C compensation
- Percy J Comeaux — Schedule C compensation