2023 Form 5500 filing — International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 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 20241015133926NAL0049660768004) for International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund, reported by Board Of Trustees Of Smart Local Union No. 36 Pension Fund under EIN 43-0727853 and plan number 001. It reports 2,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133926NAL0049660768004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 Pension Fund
- EIN
- 43-0727853
- Plan number
- 001
- Location
- Saint Louis, MO
- Participants
- 2,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $342,794,370
- Total liabilities (EOY)
- $542,907
- Net assets (EOY)
- $342,251,463
- Employer contributions
- $21,703,988
- Total income / additions
- $55,445,650
- Benefits paid
- $22,193,577
- Administrative expenses
- $1,222,292
- Total expenses
- $23,415,869
- Net increase / (decrease)
- $32,029,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates, Inc. | NONE | $159,830 | not reported in the loaded dataset |
| Jackie Curlee | EMPLOYEE | $100,958 | not reported in the loaded dataset |
| Wellington Management Company, Llp | NONE | $89,808 | $0 |
| Blackrock Institutional Trust Co | NONE | $78,807 | $0 |
| Rockwood Capital Advisors, LLC | NONE | $69,779 | not reported in the loaded dataset |
| Judith Mitchell | EMPLOYEE/ADMINISTRATOR | $58,410 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $54,297 | not reported in the loaded dataset |
| Rreef America LLC | NONE | $48,438 | not reported in the loaded dataset |
| Joanna Ham | EMPLOYEE | $48,038 | not reported in the loaded dataset |
| Evelyn Dunajcik | NONE | $47,659 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $47,425 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $41,670 | $0 |
| Schuchat, Cook, & Werner | NONE | $40,604 | not reported in the loaded dataset |
| Amy Jo Wood | EMPLOYEE | $36,545 | not reported in the loaded dataset |
| Catherine Dobrynski | EMPLOYEE | $34,408 | not reported in the loaded dataset |
| Conner Ash, P.C. | NONE | $19,853 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | NONE | $8,914 | not reported in the loaded dataset |
| System Design Associates | NONE | $6,326 | not reported in the loaded dataset |