Sheet Metal Workers' Local Union No. 9 Pension Pla — Form 5500 plan (Trustees Of Sheet Metal Workers' Local No. 9 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 Union No. 9 Pension Pla is a benefit plan reported by Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan under EIN 84-0783596 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,004 participants and $180,884,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan
- EIN
- 84-0783596
- Plan number
- 001
- Plan type
- 1
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 2,004
- End-of-year plan assets
- $180,884,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,004 | H, C | 20241009144705NAL0019464001004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,884,665
- Total liabilities (EOY)
- $137,007
- Net assets (EOY)
- $180,747,658
- Net assets (BOY)
- $165,933,824
Income & contributions
- Employer contributions
- $8,949,358
- Total contributions
- $8,949,358
- Total income / additions
- $27,249,261
Expenses & distributions
- Benefits paid
- $11,535,205
- Administrative expenses
- $900,222
- Total expenses
- $12,435,427
- Net increase / (decrease)
- $14,813,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Rehn & Associates | NONE | $124,217 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $112,715 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local No. 9 | RELATED UNION | $95,164 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $94,357 | not reported in the loaded dataset | 2023 |
| Slevin & Hart Pc | NONE | $87,851 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $51,485 | $0 | 2023 |
| Us Bank National Association | NONE | $32,201 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $29,847 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $16,188 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Meketa Investment Group — Schedule C compensation
- Rehn & Associates — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Sheet Metal Workers Local No. 9 — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation