Smart Local Unions And Councils Pension Fund — Form 5500 plan (Board Of Trustees Of The Smart Local Unions And Councils 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, Smart Local Unions And Councils Pension Fund is a benefit plan reported by Board Of Trustees Of The Smart Local Unions And Councils Pension Fund under EIN 87-4825609 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,905 participants and $375,134,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Smart Local Unions And Councils Pension Fund
- EIN
- 87-4825609
- Plan number
- 333
- Plan type
- 1
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 2,905
- End-of-year plan assets
- $375,134,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,905 | H, C | 20241015121736NAL0049323376004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,134,768
- Total liabilities (EOY)
- $812,920
- Net assets (EOY)
- $374,321,848
- Net assets (BOY)
- $347,979,084
Income & contributions
- Employer contributions
- $18,516,181
- Total contributions
- $18,516,181
- Total income / additions
- $59,542,022
Expenses & distributions
- Benefits paid
- $31,586,700
- Administrative expenses
- $1,612,558
- Total expenses
- $33,199,258
- Net increase / (decrease)
- $26,342,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smwnpf | AFFILIATED PENSION PLAN | $554,785 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $493,787 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $213,441 | not reported in the loaded dataset | 2023 |
| Segal Consulting | not reported in the loaded dataset | $112,667 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $95,639 | $0 | 2023 |
| Mooney, Green, Saindon, Murphy & We | not reported in the loaded dataset | $92,947 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $73,645 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $57,210 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management LLC | NONE | $56,774 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $49,719 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $48,876 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $44,362 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $37,694 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $34,985 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | $25,795 | not reported in the loaded dataset | 2023 |
| Rice Hall James | NONE | $22,521 | not reported in the loaded dataset | 2023 |
| Kelly Press | NONE | $5,817 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Smart Local Unions And Councils Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Smwnpf — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Segal Consulting — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Aristotle Capital Management LLC — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Polen Capital — Schedule C compensation
- Captrust — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Rice Hall James — Schedule C compensation
- Kelly Press — Schedule C compensation