2023 Form 5500 filing — Baton Rouge Sheet Metal Workers Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009162514NAL0019625089001) for Baton Rouge Sheet Metal Workers Pension Fund, reported by Jt Bd Of Trustees Sheet Metal Workers Pension Fund under EIN 72-0562245 and plan number 001. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162514NAL0019625089001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Sheet Metal Workers Pension Fund
- EIN
- 72-0562245
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,983,738
- Total liabilities (EOY)
- $398,388
- Net assets (EOY)
- $49,585,350
- Employer contributions
- $2,314,244
- Total income / additions
- $9,611,896
- Benefits paid
- $3,504,478
- Administrative expenses
- $322,353
- Total expenses
- $3,826,831
- Net increase / (decrease)
- $5,785,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Terri Neff | EMPLOYEE | $68,750 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT CUSTODIAN | $61,901 | not reported in the loaded dataset |
| Rebecca L Neff | EMPLOYEE | $47,270 | not reported in the loaded dataset |
| Jeremy Palmer | ACCOUNTANT | $22,125 | not reported in the loaded dataset |
| Ted Soileau, Cpa, LLC | ACCOUNTANT | $17,585 | not reported in the loaded dataset |
| Osborn, Carreiro And Associates | ACTUARY | $16,000 | not reported in the loaded dataset |
| Thomas Lockwood | LEGAL | $7,914 | not reported in the loaded dataset |
| Aetna Life Insurance Company | INSURANCE/ INVESTMENT | $6,451 | not reported in the loaded dataset |
| Vince Comeaux | COMPUTER CONSULTANT | $2,475 | not reported in the loaded dataset |
| Percy J Comeaux | COMPUTER CONSULTANT | $1,500 | not reported in the loaded dataset |