Utah Sheet Metal Pension Trust — Form 5500 plan (Utah Sheet Metal Pension Trust)
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, Utah Sheet Metal Pension Trust is a benefit plan reported by Utah Sheet Metal Pension Trust under EIN 87-6156446 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,504 participants and $249,393,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Sheet Metal Pension Trust
- EIN
- 87-6156446
- Plan number
- 001
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 1,504
- End-of-year plan assets
- $249,393,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,504 | H, C | 20250814124938NAL0022098770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,393,662
- Total liabilities (EOY)
- $264,794
- Net assets (EOY)
- $249,128,868
- Net assets (BOY)
- $204,013,946
Income & contributions
- Employer contributions
- $10,377,934
- Total contributions
- $10,377,934
- Total income / additions
- $56,772,488
Expenses & distributions
- Benefits paid
- $9,801,243
- Administrative expenses
- $1,856,323
- Total expenses
- $11,657,566
- Net increase / (decrease)
- $45,114,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Boston Company Asset Mgmt, LLC | NONE OTHER THAN CONTRACT | $426,273 | $0 | 2023 |
| Equity Investment Company | NONE OTHER THAN CONTRACT | $356,300 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors, LLC | NONE OTHER THAN CONTRACT | $255,865 | not reported in the loaded dataset | 2023 |
| Alta Capital Management | NONE OTHER THAN CONTRACT | $254,519 | $0 | 2023 |
| Agincourt | NONE OTHER THAN CONTRACT | $137,110 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $119,981 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $86,206 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $58,408 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE OTHER THAN CONTRACT | $30,628 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $25,942 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $20,293 | not reported in the loaded dataset | 2023 |
| Lettersteam | NONE OTHER THAN CONTRACT | $6,484 | not reported in the loaded dataset | 2023 |
| Kenneth Grimes, Pc | NONE OTHER THAN CONTRACT | $6,126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Sheet Metal Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- The Boston Company Asset Mgmt, LLC — Schedule C compensation
- Equity Investment Company — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Alta Capital Management — Schedule C compensation
- Agincourt — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Lettersteam — Schedule C compensation
- Kenneth Grimes, Pc — Schedule C compensation