Sheet Metal Workers Local No. 124 Pension Plan — Form 5500 plan (Sheet Metal Workers Local No. 124 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 No. 124 Pension Plan is a benefit plan reported by Sheet Metal Workers Local No. 124 Pension Plan under EIN 73-6145795 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $51,981,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 124 Pension Plan
- EIN
- 73-6145795
- Plan number
- 001
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $51,981,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20250409115835NAL0022155297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,981,382
- Total liabilities (EOY)
- $98
- Net assets (EOY)
- $51,981,284
- Net assets (BOY)
- $46,551,044
Income & contributions
- Employer contributions
- $1,734,890
- Total contributions
- $1,734,890
- Total income / additions
- $7,735,893
Expenses & distributions
- Benefits paid
- $2,092,561
- Administrative expenses
- $213,092
- Total expenses
- $2,305,653
- Net increase / (decrease)
- $5,430,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $78,235 | $0 | 2023 |
| Rbc Capital Markets | INVESTMENT ADVISORS | $45,856 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | ATTORNEY | $22,583 | not reported in the loaded dataset | 2023 |
| Cox Holsted & Dimick Plc | CONTRACT ADMINISTRATOR | $14,260 | not reported in the loaded dataset | 2023 |
| Ima Select LLC | INSURANCE ADVISOR | $11,824 | not reported in the loaded dataset | 2023 |
| Bryan, Little, Hayley & Kent Pc | not reported in the loaded dataset | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 124 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Co. — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Mcafee & Taft — Schedule C compensation
- Cox Holsted & Dimick Plc — Schedule C compensation
- Ima Select LLC — Schedule C compensation
- Bryan, Little, Hayley & Kent Pc — Schedule C compensation