2023 Form 5500 filing — Sheet Metal Workers' Local No. 40 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 20241015184253NAL0015268451001) for Sheet Metal Workers' Local No. 40 Pension Fund, reported by Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund under EIN 06-6157817 and plan number 001. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184253NAL0015268451001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund
- EIN
- 06-6157817
- Plan number
- 001
- Location
- New York, NY
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,753,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,753,253
- Employer contributions
- $7,608,274
- Total income / additions
- $14,168,957
- Benefits paid
- $9,226,808
- Administrative expenses
- $499,656
- Total expenses
- $9,726,464
- Net increase / (decrease)
- $4,442,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Mangament Corporatio | NONE | $178,645 | $0 |
| Zenith American Solutions | NONE | $106,937 | not reported in the loaded dataset |
| The Segal Company | NONE | $45,025 | not reported in the loaded dataset |
| Reid & Riege Pc | NONE | $39,698 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $11,315 | not reported in the loaded dataset |