2023 Form 5500 filing — National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations
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 20241011160934NAL0039413376001) for National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations, reported by Trustees Of National Stabilization Agreement Of The Sheet Metal Indust under EIN 52-1036457 and plan number 565. It reports 4,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160934NAL0039413376001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of National Stabilization Agreement Of The Sheet Metal Indust
- EIN
- 52-1036457
- Plan number
- 565
- Location
- Falls Church, VA
- Participants
- 4,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $583,361,598
- Total liabilities (EOY)
- $1,043,304
- Net assets (EOY)
- $582,318,294
- Employer contributions
- $68,531,963
- Total income / additions
- $138,264,353
- Benefits paid
- $19,826,544
- Administrative expenses
- $4,855,781
- Total expenses
- $24,682,325
- Net increase / (decrease)
- $113,582,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $271,178 | $0 |
| Tcw Asset Mgmt Company, LLC | NONE | $186,435 | $0 |
| Aristotle Capital Management, LLC | NONE | $152,193 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $108,992 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $100,748 | $0 |
| Pacific Income Advisers, Inc. | NONE | $83,863 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $82,966 | not reported in the loaded dataset |
| Rice Hall James & Associates LLC | NONE | $78,821 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $77,777 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $72,044 | not reported in the loaded dataset |
| Truist Bank | NONE | $66,212 | $0 |
| Harding Loevner Lp | NONE | $62,893 | $0 |
| Fiera Capital, Inc. | NONE | $60,155 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $58,608 | not reported in the loaded dataset |
| Blackrock Investment Mgmt. LLC | NONE | $36,198 | $0 |
| Bank Of New York Mellon | NONE | $27,620 | $0 |
| Legal & General Inv. Mgmt. America | NONE | $16,484 | $0 |
| Capfinancial Partners, LLC | NONE | $15,037 | not reported in the loaded dataset |