2023 Form 5500 filing — Sheet Metal Workers Local 224 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 20241015100106NAL0029197281001) for Sheet Metal Workers Local 224 Pension Fund, reported by Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees under EIN 31-6171353 and plan number 001. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100106NAL0029197281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees
- EIN
- 31-6171353
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,763,110
- Total liabilities (EOY)
- $434,347
- Net assets (EOY)
- $68,328,763
- Employer contributions
- $4,365,384
- Total income / additions
- $12,831,427
- Benefits paid
- $6,429,691
- Administrative expenses
- $548,615
- Total expenses
- $6,978,306
- Net increase / (decrease)
- $5,853,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Inv Advisors | NONE | $109,393 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $69,420 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $49,245 | not reported in the loaded dataset |
| Clarion Partners | NONE | $46,351 | not reported in the loaded dataset |
| John Hancock | NONE | $45,053 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $39,044 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $33,600 | not reported in the loaded dataset |
| Stockbridge Capital Group, LLC | NONE | $24,656 | not reported in the loaded dataset |
| National Investment Services | NONE | $22,780 | not reported in the loaded dataset |
| Union Services Agency | NONE | $17,060 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $16,736 | not reported in the loaded dataset |
| Washington Capital Managemenet, Inc | NONE | $12,118 | not reported in the loaded dataset |
| Fifth Third Bank (Central Indiana) | NONE | $8,363 | not reported in the loaded dataset |
| American Graphics | NONE | $7,960 | not reported in the loaded dataset |
| Frsecure | NONE | $7,155 | not reported in the loaded dataset |
| Ares Management LLC | NONE | $5,269 | not reported in the loaded dataset |