Northwest Sheet Metal Workers Pension Plan — Form 5500 plan (B Of T, Northwest Sheet Metal Workers 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, Northwest Sheet Metal Workers Pension Plan is a benefit plan reported by B Of T, Northwest Sheet Metal Workers Pension Plan under EIN 91-6061344 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,058 participants and $1,546,537,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T, Northwest Sheet Metal Workers Pension Plan
- EIN
- 91-6061344
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 9,058
- End-of-year plan assets
- $1,546,537,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,058 | H, C | 20250214134011NAL0012973139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,546,537,504
- Total liabilities (EOY)
- $25,944,018
- Net assets (EOY)
- $1,520,593,486
- Net assets (BOY)
- $1,352,943,570
Income & contributions
- Employer contributions
- $62,679,296
- Total contributions
- $62,679,296
- Total income / additions
- $217,547,246
Expenses & distributions
- Benefits paid
- $46,614,493
- Administrative expenses
- $3,282,837
- Total expenses
- $49,897,330
- Net increase / (decrease)
- $167,649,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $923,062 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $313,672 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $312,241 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Management | NONE | $287,886 | not reported in the loaded dataset | 2023 |
| Dodge & Cox Investment Management | NONE | $212,515 | not reported in the loaded dataset | 2023 |
| Slc Management (U.S.) LLC | NONE | $202,407 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | PARTY IN INTEREST | $130,353 | $0 | 2023 |
| Reliant Consulting | NONE | $99,074 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $75,600 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc. | NONE | $62,500 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $61,936 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $41,220 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $33,379 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $31,013 | not reported in the loaded dataset | 2023 |
| Mckanna Bishop Joffe Llp | NONE | $28,545 | not reported in the loaded dataset | 2023 |
| The Edgewater | NONE | $20,354 | not reported in the loaded dataset | 2023 |
| Straightaway Bozeman Investors, LLC | NONE | $15,921 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin | NONE | $10,237 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T, Northwest Sheet Metal Workers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Washington Capital Management, Inc. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Ferguson Wellman Capital Management — Schedule C compensation
- Dodge & Cox Investment Management — Schedule C compensation
- Slc Management (U.S.) LLC — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Reliant Consulting — Schedule C compensation
- Milliman — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Bank Of America — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Mckanna Bishop Joffe Llp — Schedule C compensation
- The Edgewater — Schedule C compensation
- Straightaway Bozeman Investors, LLC — Schedule C compensation
- Anastasi Moore & Martin — Schedule C compensation