2023 Form 5500 filing — Sheet Metal Workers Local Union No. 28 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 20241012094550NAL0023358545001) for Sheet Metal Workers Local Union No. 28 Pension Fund, reported by Board Of Trustees Of Smw Lu No. 28 Pension Fund under EIN 11-2480671 and plan number 001. It reports 5,545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012094550NAL0023358545001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smw Lu No. 28 Pension Fund
- EIN
- 11-2480671
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 5,545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $330,273,836
- Total liabilities (EOY)
- $147,165
- Net assets (EOY)
- $330,126,671
- Employer contributions
- $13,569,612
- Total income / additions
- $49,230,080
- Benefits paid
- $16,867,699
- Administrative expenses
- $1,521,556
- Total expenses
- $18,389,255
- Net increase / (decrease)
- $30,840,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $100,859 | not reported in the loaded dataset |
| Westfield Capital Management Lp | NONE | $94,104 | $0 |
| Loomis, Sayles & Company | NONE | $66,925 | not reported in the loaded dataset |
| Harding Loevner | NONE | $66,408 | $0 |
| Richie Knice | EMPLOYEE | $58,513 | not reported in the loaded dataset |
| Glen Camisa | EMPLOYEE | $54,747 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills Llp | NONE | $52,951 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE | $52,699 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $50,189 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $43,802 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $42,561 | not reported in the loaded dataset |
| Angelica Darby | EMPLOYEE | $34,827 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $29,150 | not reported in the loaded dataset |
| Syntonic System, Inc | NONE | $18,951 | not reported in the loaded dataset |
| Flexible Business Systems | NONE | $13,998 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,590 | $0 |
| Jaspen Schlesinger Narendran Llp | NONE | $7,574 | not reported in the loaded dataset |