Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan — Form 5500 plan (Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension)
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, Sheet Metal Workers Local No. 104 Supplemental Pension Plan is a benefit plan reported by Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension under EIN 94-6560138 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,108 participants and $1,149,295,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension
- EIN
- 94-6560138
- Plan number
- 001
- Plan type
- 1
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 9,108
- End-of-year plan assets
- $1,149,295,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,108 | H, C | 20250411184654NAL0012890131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,149,295,756
- Total liabilities (EOY)
- $758,874
- Net assets (EOY)
- $1,148,536,882
- Net assets (BOY)
- $1,013,143,718
Income & contributions
- Employer contributions
- $53,244,575
- Participant contributions
- $8,720,309
- Total contributions
- $61,964,884
- Total income / additions
- $188,834,525
Expenses & distributions
- Benefits paid
- $50,350,127
- Administrative expenses
- $1,262,558
- Total expenses
- $53,441,361
- Net increase / (decrease)
- $135,393,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $388,205 | not reported in the loaded dataset | 2023 |
| Mammini Company, Inc | NONE | $211,972 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $193,037 | $0 | 2023 |
| Northwest Plan Services, Inc. | NONE | $152,822 | $0 | 2023 |
| Kraw Law Group, Apc | NONE | $109,365 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $57,462 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $41,366 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $15,611 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Livermore, CA
- Benesys Administrators — Schedule C compensation
- Mammini Company, Inc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Northwest Plan Services, Inc. — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation