2023 Form 5500 filing — Sheet Metal Workers' 270 Defined Contribution Pension Plan
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 20241015192925NAL0049542208004) for Sheet Metal Workers' 270 Defined Contribution Pension Plan, reported by Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan under EIN 27-2519987 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$7.7MReported net assets$7,675,210
Participants571
Provider compensation$67.7K3 Schedule C row(s)$67,666
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015192925NAL0049542208004
- Plan sponsor
- Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan
- EIN
- 27-2519987
- Plan number
- 001
- Location
- Tulsa, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$10.1K
Full reported line items
- Total assets (EOY)
- $7,685,341
- Total liabilities (EOY)
- $10,131
- Net assets (EOY)
- $7,675,210
- Employer contributions
- $86,064
- Participant contributions
- $323,180
- Total income / additions
- $1,673,046
- Benefits paid
- $144,843
- Administrative expenses
- $71,281
- Total expenses
- $216,124
- Net increase / (decrease)
- $1,456,922
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Company Of Oklahoma | NONE | $51,295 | $0 |
| Royle Vazquez Llp | NONE | $10,131 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $6,240 | not reported in the loaded dataset |