2023 Form 5500 filing — Sheet Metal Workers Local No. 20, Indianapolis Area, 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 20241015131444NAL0028538321001) for Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund, reported by Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund under EIN 51-0168516 and plan number 001. It reports 1,979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131444NAL0028538321001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund
- EIN
- 51-0168516
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,189,687
- Total liabilities (EOY)
- $99,481
- Net assets (EOY)
- $194,090,206
- Employer contributions
- $10,622,493
- Total income / additions
- $33,620,375
- Benefits paid
- $12,356,393
- Administrative expenses
- $1,210,056
- Total expenses
- $13,566,449
- Net increase / (decrease)
- $20,053,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting | CONSULTANT | $266,563 | not reported in the loaded dataset |
| First State Trust Company | INVESTMENT CUSTODIAN | $70,780 | not reported in the loaded dataset |
| Private Advisors | INVESTMENT MANAGER | $66,816 | not reported in the loaded dataset |
| Aew | INVESTMENT MANAGER | $66,731 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $63,610 | not reported in the loaded dataset |
| Multi-Employer Property Trust | INVESTMENT MANAGER | $59,874 | not reported in the loaded dataset |
| Gcm Grosvenor Labor Impact Fund | INVESTMENT MANAGER | $53,792 | not reported in the loaded dataset |
| Western Asset Management | INVESTMENT MANAGER | $40,806 | not reported in the loaded dataset |
| Harding Loevner International | ASSET MANAGER | $35,443 | not reported in the loaded dataset |
| Sage Advisors | INVESTMENT MANAGER | $34,655 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $27,993 | not reported in the loaded dataset |
| Ledbetter, Parisi, LLC | ATTORNEY | $25,193 | not reported in the loaded dataset |
| Boston Partners | INVESTMENT MANAGER | $22,728 | not reported in the loaded dataset |
| Victory Trivalent International | INVESTMENT MANAGER | $22,696 | not reported in the loaded dataset |
| Foundry Micro Capital | INVESTMENT MANAGER | $19,397 | not reported in the loaded dataset |
| Fiera Capital | INVESTMENT MANAGER | $18,188 | not reported in the loaded dataset |
| Aristotle Capital Management | INVESTMENT MANAGER | $17,593 | not reported in the loaded dataset |
| Ernest Partner, LLC | INVESTMENT MANAGER | $15,792 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | INVESTMENT MANAGER | $13,559 | not reported in the loaded dataset |
| Martin Currie Emerging Markets | INVESTMENT MANAGER | $10,501 | not reported in the loaded dataset |
| Polen Capital | CUSTODIAN | $9,593 | not reported in the loaded dataset |