Sheet Metal Workers Local 85 Pension Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 85 Pension Fund (EIN 58-6084968) is a plan sponsor located in Goodlettsville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-6084968
Location
Goodlettsville, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$167,190,157
Total reported liabilities (EOY)
$153,499
Total reported net assets (EOY)
$167,036,658

Contributions & income

Employer contributions
$9,618,597
Total income / additions
$30,462,865

Expenses & distributions

Benefits paid / distributions
$10,378,519
Total expenses
$11,321,944
Net increase / (decrease)
$19,140,921

Coverage

Total reported participants
1,952
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sheet Metal Workers Local 85 Pension Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers Local 85 Pension Fund0011,952$167,190,1572023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers Local 85 Pension Fund
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers Local 85 Pension Fund1,952H, C20241013234506NAL0014394339001

Related Form 5500 pages