2023 Form 5500 filing — Sheet Metal Workers' National 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 20241014140705NAL0052600546003) for Sheet Metal Workers' National Pension Fund, reported by Bd Of Trustees Sheet Metal Workers' National Pension Fund under EIN 52-6112463 and plan number 001. It reports 146,453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140705NAL0052600546003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers' National Pension Fund
- EIN
- 52-6112463
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 146,453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,306,466,489
- Total liabilities (EOY)
- $763,227,213
- Net assets (EOY)
- $7,543,239,276
- Employer contributions
- $631,360,941
- Total income / additions
- $1,552,317,269
- Benefits paid
- $580,308,513
- Administrative expenses
- $28,577,789
- Total expenses
- $608,886,302
- Net increase / (decrease)
- $943,430,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting | NONE | $2,699,124 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $1,181,468 | not reported in the loaded dataset |
| Delaware International | NONE | $1,036,528 | not reported in the loaded dataset |
| Foundry Partners Micro Value | NONE | $884,558 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $872,768 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $809,376 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $767,180 | not reported in the loaded dataset |
| Aristotle Lg Value | NONE | $710,974 | not reported in the loaded dataset |
| Metropolitan West Asset Management | NONE | $635,745 | not reported in the loaded dataset |
| Delaware Management Business Trust | NONE | $566,397 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $504,749 | not reported in the loaded dataset |
| Blackrock | NONE | $482,294 | not reported in the loaded dataset |
| Polen Capital Large Cap | NONE | $446,236 | not reported in the loaded dataset |
| Earnest Partners | NONE | $445,297 | not reported in the loaded dataset |
| Maximum Technologies Inc | NONE | $431,650 | not reported in the loaded dataset |
| Mooney, Green, Saindon Et Al | NONE | $384,038 | not reported in the loaded dataset |
| Rice Hall James | NONE | $366,406 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $340,836 | not reported in the loaded dataset |
| Kelly Press | NONE | $340,121 | not reported in the loaded dataset |
| Seix Investment Advisors LLC | NONE | $333,910 | not reported in the loaded dataset |
| The Segal Company | NONE | $327,858 | not reported in the loaded dataset |
| Martin Currie Emerging Markets | NONE | $314,420 | $0 |
| Wamco Sma | NONE | $298,344 | not reported in the loaded dataset |
| Lori Wood | EMPLOYEE | $284,058 | not reported in the loaded dataset |
| Ims, Inc | NONE | $254,555 | not reported in the loaded dataset |
| Tearyn J Loving | EMPLOYEE | $253,181 | not reported in the loaded dataset |
| Timothy Myers | EMPLOYEE | $204,896 | not reported in the loaded dataset |
| Debra Elkins-Santi | EMPLOYEE | $187,012 | not reported in the loaded dataset |
| Withum Smith & Brown | NONE | $159,124 | not reported in the loaded dataset |
| Neil Sullivan | EMPLOYEE | $131,470 | not reported in the loaded dataset |
| Decusoft LLC | NONE | $124,200 | not reported in the loaded dataset |
| Kristin Bruck | EMPLOYEE | $121,815 | not reported in the loaded dataset |
| Heather Mooneyham | EMPLOYEE | $106,822 | not reported in the loaded dataset |
| Jessica Smith | EMPLOYEE | $105,864 | not reported in the loaded dataset |
| Kathryn H Inkellis | EMPLOYEE | $102,134 | not reported in the loaded dataset |
| Cory A Tyson | EMPLOYEE | $101,927 | not reported in the loaded dataset |
| Eddie Geisler | EMPLOYEE | $101,523 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $100,757 | not reported in the loaded dataset |
| Tina Sanders | EMPLOYEE | $96,524 | not reported in the loaded dataset |
| Jessica Dunleavy | EMPLOYEE | $92,659 | not reported in the loaded dataset |
| Ellen Odell | EMPLOYEE | $90,685 | not reported in the loaded dataset |
| Mary Ross-Kendricks | EMPLOYEE | $89,677 | not reported in the loaded dataset |
| Kevin R Eddis | EMPLOYEE | $84,572 | not reported in the loaded dataset |
| David Roland | EMPLOYEE | $84,333 | not reported in the loaded dataset |
| Porter Powell | EMPLOYEE | $82,996 | not reported in the loaded dataset |
| Versivo | NONE | $81,244 | not reported in the loaded dataset |
| Debbie Keplinger | EMPLOYEE | $78,326 | not reported in the loaded dataset |
| Laron Howard | EMPLOYEE | $77,954 | not reported in the loaded dataset |
| Warlene Williams | EMPLOYEE | $76,679 | not reported in the loaded dataset |
| Toni Alston | EMPLOYEE | $73,858 | not reported in the loaded dataset |
| Megan N Tabri | EMPLOYEE | $73,118 | not reported in the loaded dataset |
| Allison C Merfeld | EMPLOYEE | $71,918 | not reported in the loaded dataset |
| Bismark Agyei | EMPLOYEE | $71,034 | not reported in the loaded dataset |
| Cherylrene Loftland | EMPLOYEE | $69,938 | not reported in the loaded dataset |
| Sabrina Davis | EMPLOYEE | $69,232 | not reported in the loaded dataset |
| Daniel Hagerman | EMPLOYEE | $68,860 | not reported in the loaded dataset |
| Heidi C Seppi | EMPLOYEE | $67,208 | not reported in the loaded dataset |
| Glenda Wilson | EMPLOYEE | $65,142 | not reported in the loaded dataset |
| Carminn Boseman | EMPLOYEE | $62,729 | not reported in the loaded dataset |
| Jaide Abriam | EMPLOYEE | $62,498 | not reported in the loaded dataset |
| Sarah Yimam | EMPLOYEE | $62,067 | not reported in the loaded dataset |
| Crystal Ward | EMPLOYEE | $61,202 | not reported in the loaded dataset |
| Tina Winske | EMPLOYEE | $60,391 | not reported in the loaded dataset |
| Yvette Munoz-Centeno | EMPLOYEE | $59,717 | not reported in the loaded dataset |
| Ernest Trotman | EMPLOYEE | $59,682 | not reported in the loaded dataset |
| Jessica M Balazek | EMPLOYEE | $59,135 | not reported in the loaded dataset |
| Ryan Maloney | EMPLOYEE | $58,881 | not reported in the loaded dataset |
| Paola Borda | EMPLOYEE | $58,411 | not reported in the loaded dataset |
| Rocs Grad Staffing | NONE | $57,623 | not reported in the loaded dataset |
| Captrust Financial Advisors, LLC | NONE | $55,000 | not reported in the loaded dataset |
| Addison Group | NONE | $53,056 | not reported in the loaded dataset |
| Victory Trivalent | NONE | $52,617 | not reported in the loaded dataset |
| James T Ray | EMPLOYEE | $51,865 | not reported in the loaded dataset |
| Octavia L Samuels | EMPLOYEE | $51,665 | not reported in the loaded dataset |
| Chianta Pointer | EMPLOYEE | $50,845 | not reported in the loaded dataset |
| Zach Milnes | EMPLOYEE | $50,325 | not reported in the loaded dataset |
| Courtney Vizek | EMPLOYEE | $49,139 | not reported in the loaded dataset |
| Sarah Jones | EMPLOYEE | $48,539 | not reported in the loaded dataset |
| Cdw LLC | NONE | $48,363 | not reported in the loaded dataset |
| Sara Beasley | EMPLOYEE | $47,692 | not reported in the loaded dataset |
| Christopher A Lynch | EMPLOYEE | $45,626 | not reported in the loaded dataset |
| Chelsea Inkumsah | EMPLOYEE | $38,632 | not reported in the loaded dataset |
| United Business Technologies | NONE | $37,356 | not reported in the loaded dataset |
| Cyxtera Technologies Inc | NONE | $37,192 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $34,400 | not reported in the loaded dataset |
| Abel Noser | NONE | $32,500 | not reported in the loaded dataset |
| Dominic Desimoni | EMPLOYEE | $31,600 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | NONE | $29,782 | not reported in the loaded dataset |
| Ted Slinkard | EMPLOYEE | $29,141 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $29,021 | not reported in the loaded dataset |
| Hannah Pratt | EMPLOYEE | $28,850 | not reported in the loaded dataset |
| Christina Dougherty | EMPLOYEE | $28,085 | not reported in the loaded dataset |
| Centurylink | NONE | $27,250 | not reported in the loaded dataset |
| Turn 2 Partners | NONE | $24,699 | not reported in the loaded dataset |
| West Group Payment Center | NONE | $24,294 | not reported in the loaded dataset |
| Jaelyn Scott | EMPLOYEE | $23,285 | not reported in the loaded dataset |
| Verizon | NONE | $20,720 | not reported in the loaded dataset |
| Benefit Plan Admin. Of Wisconsin | NONE | $15,423 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | NONE | $15,278 | not reported in the loaded dataset |
| Cornfield And Feldman Llp | NONE | $13,598 | not reported in the loaded dataset |
| Proxy Vote Plus, LLC | NONE | $13,500 | not reported in the loaded dataset |
| Savannah Megens | EMPLOYEE | $12,827 | not reported in the loaded dataset |
| Tiaa Commercial Finance, Inc. Total | NONE | $10,897 | not reported in the loaded dataset |
| Gerald Duran Mateo | EMPLOYEE | $9,048 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $8,050 | not reported in the loaded dataset |
| Life Status 360 LLC | NONE | $6,913 | not reported in the loaded dataset |
| Cahir Geraghty | EMPLOYEE | $6,545 | not reported in the loaded dataset |
| Exponential Consulting, LLC | NONE | $5,285 | not reported in the loaded dataset |