2023 Form 5500 filing — National Automatic Sprinkler Metal Trades 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 20241014082213NAL0025717585004) for National Automatic Sprinkler Metal Trades Pension Fund, reported by Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun under EIN 52-6133856 and plan number 001. It reports 1,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082213NAL0025717585004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun
- EIN
- 52-6133856
- Plan number
- 001
- Location
- Landover, MD
- Participants
- 1,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,987,331
- Total liabilities (EOY)
- $101,382
- Net assets (EOY)
- $19,885,949
- Employer contributions
- $1,075,741
- Total income / additions
- $3,437,100
- Benefits paid
- $870,778
- Administrative expenses
- $477,218
- Total expenses
- $1,347,996
- Net increase / (decrease)
- $2,089,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Consulting | NONE | $107,438 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $38,737 | not reported in the loaded dataset |
| Sei Trust Company (Intech) | NONE | $31,372 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $17,500 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $11,710 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $10,227 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $7,358 | $0 |
| Basys, Inc. | NONE | $7,195 | $0 |
| Comerica Bank | NONE | $7,183 | $0 |