2023 Form 5500 filing — Sheet Metal Workers Local 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 20250218175516NAL0005674976001) for Sheet Metal Workers Local Pension Plan, reported by Board Of Trustees Sheet Metal Workers Local Pension Plan under EIN 34-6666753 and plan number 001. It reports 1,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218175516NAL0005674976001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local Pension Plan
- EIN
- 34-6666753
- Plan number
- 001
- Location
- Massillon, OH
- Participants
- 1,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,340,049
- Total liabilities (EOY)
- $347,912
- Net assets (EOY)
- $79,992,137
- Employer contributions
- $4,036,352
- Total income / additions
- $9,232,948
- Benefits paid
- $7,071,288
- Administrative expenses
- $610,649
- Total expenses
- $7,681,937
- Net increase / (decrease)
- $1,551,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $118,994 | not reported in the loaded dataset |
| Novara, Tesija, & Catenacci, Pllc | NONE | $109,522 | not reported in the loaded dataset |
| Milliman | NONE | $99,918 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $61,316 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney Hldgs | NONE | $59,427 | not reported in the loaded dataset |
| Hamlin Capital Management, LLC | NONE | $42,988 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE | $28,617 | not reported in the loaded dataset |
| J Schaefer & Company LLC | NONE | $18,500 | not reported in the loaded dataset |
| Sheet Metal Workers 33 Fb Fund | NONE | $8,714 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $5,000 | not reported in the loaded dataset |