2023 Form 5500 filing — Sheet Metal Workers Local 85 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 20241013234506NAL0014394339001) for Sheet Metal Workers Local 85 Pension Fund, reported by Sheet Metal Workers Local 85 Pension Fund under EIN 58-6084968 and plan number 001. It reports 1,952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013234506NAL0014394339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 85 Pension Fund
- EIN
- 58-6084968
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,190,157
- Total liabilities (EOY)
- $153,499
- Net assets (EOY)
- $167,036,658
- Employer contributions
- $9,618,597
- Total income / additions
- $30,462,865
- Benefits paid
- $10,378,519
- Administrative expenses
- $943,425
- Total expenses
- $11,321,944
- Net increase / (decrease)
- $19,140,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atlanta Capital Management | NONE | $271,664 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $104,263 | not reported in the loaded dataset |
| Barrow Hanley Mewhinney & Strauss | NONE | $100,048 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $85,456 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $82,756 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $50,500 | $0 |
| Horizon Actuarial Services | NONE | $43,181 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $32,131 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $21,425 | not reported in the loaded dataset |
| Money Market, Mutual, Etfs & Closed | NONE | $0 | $0 |