Plan5500

2023 Form 5500 filing — Sheet Metal Workers Local No. 124 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 20250409115835NAL0022155297001) for Sheet Metal Workers Local No. 124 Pension Plan, reported by Sheet Metal Workers Local No. 124 Pension Plan under EIN 73-6145795 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250409115835NAL0022155297001
Filing year
2023
Form type
1
Plan sponsor
Sheet Metal Workers Local No. 124 Pension Plan
EIN
73-6145795
Plan number
001
Location
Oklahoma City, OK
Participants
750
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$51,981,382
Total liabilities (EOY)
$98
Net assets (EOY)
$51,981,284
Employer contributions
$1,734,890
Total income / additions
$7,735,893
Benefits paid
$2,092,561
Administrative expenses
$213,092
Total expenses
$2,305,653
Net increase / (decrease)
$5,430,240
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Co.RECORDKEEPER$78,235$0
Rbc Capital MarketsINVESTMENT ADVISORS$45,856not reported in the loaded dataset
Mcafee & TaftATTORNEY$22,583not reported in the loaded dataset
Cox Holsted & Dimick PlcCONTRACT ADMINISTRATOR$14,260not reported in the loaded dataset
Ima Select LLCINSURANCE ADVISOR$11,824not reported in the loaded dataset
Bryan, Little, Hayley & Kent Pcnot reported in the loaded dataset$9,250not reported in the loaded dataset

Related Form 5500 pages