2023 Form 5500 filing — Northwest Sheet Metal Workers 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 20250214134011NAL0012973139001) for Northwest Sheet Metal Workers Pension Plan, reported by B Of T, Northwest Sheet Metal Workers Pension Plan under EIN 91-6061344 and plan number 001. It reports 9,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214134011NAL0012973139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T, Northwest Sheet Metal Workers Pension Plan
- EIN
- 91-6061344
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 9,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,546,537,504
- Total liabilities (EOY)
- $25,944,018
- Net assets (EOY)
- $1,520,593,486
- Employer contributions
- $62,679,296
- Total income / additions
- $217,547,246
- Benefits paid
- $46,614,493
- Administrative expenses
- $3,282,837
- Total expenses
- $49,897,330
- Net increase / (decrease)
- $167,649,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $923,062 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $313,672 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $312,241 | not reported in the loaded dataset |
| Ferguson Wellman Capital Management | NONE | $287,886 | not reported in the loaded dataset |
| Dodge & Cox Investment Management | NONE | $212,515 | not reported in the loaded dataset |
| Slc Management (U.S.) LLC | NONE | $202,407 | not reported in the loaded dataset |
| Us Bank N.A. | PARTY IN INTEREST | $130,353 | $0 |
| Reliant Consulting | NONE | $99,074 | not reported in the loaded dataset |
| Milliman | NONE | $75,600 | not reported in the loaded dataset |
| Segal Advisors, Inc. | NONE | $62,500 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $61,936 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $41,220 | not reported in the loaded dataset |
| Bank Of America | NONE | $33,379 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $31,013 | not reported in the loaded dataset |
| Mckanna Bishop Joffe Llp | NONE | $28,545 | not reported in the loaded dataset |
| The Edgewater | NONE | $20,354 | not reported in the loaded dataset |
| Straightaway Bozeman Investors, LLC | NONE | $15,921 | not reported in the loaded dataset |
| Anastasi Moore & Martin | NONE | $10,237 | not reported in the loaded dataset |