2023 Form 5500 filing — Sheet Metal Workers' Local No. 33 Cleveland District 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 20250214093958NAL0013592643001) for Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan, reported by Trustees Of Sheet Metal Workers Local 33 Pension Plan under EIN 34-6514741 and plan number 001. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214093958NAL0013592643001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers Local 33 Pension Plan
- EIN
- 34-6514741
- Plan number
- 001
- Location
- Parma, OH
- Participants
- 1,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,250,104
- Total liabilities (EOY)
- $7,690,165
- Net assets (EOY)
- $179,559,939
- Employer contributions
- $8,552,095
- Total income / additions
- $25,731,714
- Benefits paid
- $12,595,373
- Administrative expenses
- $1,253,307
- Total expenses
- $13,848,680
- Net increase / (decrease)
- $11,883,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Investors | NONE | $266,816 | not reported in the loaded dataset |
| Income Research & Management | NONE | $192,581 | not reported in the loaded dataset |
| Eagle Capital Management | NONE | $151,878 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $127,685 | not reported in the loaded dataset |
| Segal Consulting | NONE | $81,611 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Investment M | NONE | $75,930 | not reported in the loaded dataset |
| Keybank Trust | NONE | $71,702 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $61,955 | not reported in the loaded dataset |
| Stone Harbor Investment Partners | NONE | $46,613 | not reported in the loaded dataset |
| Allotta Farley Co. Lpa | NONE | $35,373 | not reported in the loaded dataset |
| Clark Schaefer Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset |
| Smw Fringe Benefit Funds, Inc. | RELATED FUND | $12,847 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $6,369 | not reported in the loaded dataset |