2023 Form 5500 filing — Sheet Metal Workers Local 22 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 20250314104200NAL0044173890003) for Sheet Metal Workers Local 22 Pension Fund, reported by Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund under EIN 22-6072834 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314104200NAL0044173890003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund
- EIN
- 22-6072834
- Plan number
- 001
- Location
- Cranford, NJ
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,360,273
- Total liabilities (EOY)
- $40,921
- Net assets (EOY)
- $74,319,352
- Employer contributions
- $4,209,914
- Total income / additions
- $12,778,455
- Benefits paid
- $3,563,214
- Administrative expenses
- $642,689
- Total expenses
- $4,205,903
- Net increase / (decrease)
- $8,572,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Institutional Consulting Group | NONE | $261,579 | not reported in the loaded dataset |
| Segal Co. | NONE | $40,521 | not reported in the loaded dataset |
| Mspc | NONE | $17,964 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $17,700 | not reported in the loaded dataset |
| Dtm Consulting, LLC | NONE | $6,285 | not reported in the loaded dataset |
| Norman Albert Pc | not reported in the loaded dataset | $6,008 | not reported in the loaded dataset |