2023 Form 5500 filing — Sheet Metal Workers' Local 100 Washington, D.C. 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 20250115161118NAL0044392818004) for Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund, reported by Bd Ttees Sheet Metal Workers' Local 100 Washington under EIN 52-6038495 and plan number 001. It reports 2,827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115161118NAL0044392818004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Ttees Sheet Metal Workers' Local 100 Washington
- EIN
- 52-6038495
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 2,827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $370,438,168
- Total liabilities (EOY)
- $156,457
- Net assets (EOY)
- $370,281,711
- Employer contributions
- $25,923,273
- Total income / additions
- $52,862,712
- Benefits paid
- $23,333,022
- Administrative expenses
- $1,454,392
- Total expenses
- $24,787,414
- Net increase / (decrease)
- $28,075,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C. Earhart Co. Inc. | NONE | $328,405 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | NONE | $274,612 | not reported in the loaded dataset |
| Meketa Fiduciary Managment | NONE | $234,649 | not reported in the loaded dataset |
| Crow Holdings Capital | NONE | $0 | $141,858 |
| Aon Investments Usa Inc. | NONE | $75,000 | not reported in the loaded dataset |
| Kohlberg, Kravis, Roberts & Co., Lp | NONE | $62,745 | not reported in the loaded dataset |
| Alliance Bernstein LLC | NONE | $53,527 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $45,984 | not reported in the loaded dataset |
| Comerica | NONE | $45,693 | $0 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $44,030 |
| Foster & Foster, Inc. | NONE | $40,007 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $22,299 | not reported in the loaded dataset |
| Corecommodity Managment, LLC | NONE | $0 | $21,890 |
| State Street Global Advisors Trust | NONE | $19,958 | $0 |
| 16 Points LLC | NONE | $0 | $13,255 |
| Bny Mellon | NONE | $12,660 | $0 |
| Amalgamated Bank | NONE | $12,586 | $0 |
| Brandywine Global Investment Mgmt | NONE | $5,091 | not reported in the loaded dataset |
| Dk Long-Term Management Lp | NONE | $0 | $0 |
| Davidson Kempner Lt Distressed Opp | NONE | $0 | $0 |