2023 Form 5500 filing — Sheet Metal Workers Local 98 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 20241015075243NAL0027784801002) for Sheet Metal Workers Local 98 Pension Fund, reported by Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund under EIN 31-6171213 and plan number 001. It reports 1,793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075243NAL0027784801002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund
- EIN
- 31-6171213
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 1,793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,129,618
- Total liabilities (EOY)
- $14,970
- Net assets (EOY)
- $149,114,648
- Employer contributions
- $9,781,637
- Total income / additions
- $25,772,466
- Benefits paid
- $10,810,843
- Administrative expenses
- $616,068
- Total expenses
- $11,426,911
- Net increase / (decrease)
- $14,345,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management | PARTY-IN-INTEREST | $127,874 | not reported in the loaded dataset |
| The Segal Group | PARTY-IN-INTEREST | $109,266 | not reported in the loaded dataset |
| Marquette Associates | PARTY-IN-INTEREST | $54,000 | not reported in the loaded dataset |
| American Benefits Corporation | PARTY-IN-INTEREST | $53,939 | not reported in the loaded dataset |
| Ledbetter Partners LLC | PARTY-IN-INTEREST | $34,375 | not reported in the loaded dataset |
| National Investment Services | PARTY-IN-INTEREST | $27,217 | not reported in the loaded dataset |
| Keybank | PARTY-IN-INTEREST | $21,789 | not reported in the loaded dataset |
| Gray, Griffith & Mays, A.C. | PARTY-IN-INTEREST | $19,775 | not reported in the loaded dataset |