2023 Form 5500 filing — Sheet Metal Workers Pension Plan Of Northern California
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 20241015215950NAL0017270467001) for Sheet Metal Workers Pension Plan Of Northern California, reported by Sheet Metal Workers Pension Trust under EIN 51-6115939 and plan number 001. It reports 12,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215950NAL0017270467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Pension Trust
- EIN
- 51-6115939
- Plan number
- 001
- Location
- Livermore, CA
- Participants
- 12,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,524,448,126
- Total liabilities (EOY)
- $26,973,015
- Net assets (EOY)
- $1,497,475,111
- Employer contributions
- $138,390,916
- Total income / additions
- $325,046,988
- Benefits paid
- $186,949,933
- Administrative expenses
- $8,373,894
- Total expenses
- $195,323,827
- Net increase / (decrease)
- $129,723,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ck Opportunities Gp LLC | NONE | $0 | $1,967,265 |
| Benesys, Inc. | NONE | $1,561,244 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $923,031 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $691,938 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $473,570 | not reported in the loaded dataset |
| Delaware Management Business Trust | NONE | $400,307 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $390,175 | not reported in the loaded dataset |
| Causeway Capital Management LLC | NONE | $349,173 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $296,238 | not reported in the loaded dataset |
| Polen Capital Management LLC | NONE | $285,356 | not reported in the loaded dataset |
| Zuckerman Spaeder Llp | NONE | $276,435 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $274,070 | not reported in the loaded dataset |
| Comerica Bank | NONE | $201,016 | $68,447 |
| Us Bank | NONE | $219,327 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $205,883 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $195,385 | not reported in the loaded dataset |
| Sage Advisory | NONE | $159,014 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $69,557 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $45,156 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $0 | $41,598 |
| Iron Mountain Inc. | NONE | $41,545 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $38,000 | not reported in the loaded dataset |
| Legal & General Invmt Mgmt Of Ameri | NONE | $27,644 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $15,944 | not reported in the loaded dataset |
| Conrad Metlitsky Kane Llp | NONE | $10,988 | not reported in the loaded dataset |
| Jams | NONE | $10,946 | not reported in the loaded dataset |