2023 Form 5500 filing — Sheet Metal Workers' Local 73 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 20250414103335NAL0000713235001) for Sheet Metal Workers' Local 73 Pension Fund, reported by Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund under EIN 51-6126221 and plan number 001. It reports 5,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414103335NAL0000713235001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund
- EIN
- 51-6126221
- Plan number
- 001
- Location
- Hillside, IL
- Participants
- 5,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $717,569,855
- Total liabilities (EOY)
- $1,975,917
- Net assets (EOY)
- $715,593,938
- Employer contributions
- $26,813,397
- Total income / additions
- $101,604,107
- Benefits paid
- $34,436,265
- Administrative expenses
- $3,063,472
- Total expenses
- $37,499,737
- Net increase / (decrease)
- $64,104,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | NONE | $350,761 | not reported in the loaded dataset |
| J.P. Morgan Investment Mgmnt | NONE | $204,744 | $0 |
| State Street Global Adv. Trust Co. | NONE | $193,383 | $0 |
| Loomis Sayles Trust Company | NONE | $179,662 | not reported in the loaded dataset |
| Marquette Associates Inc. | NONE | $165,000 | not reported in the loaded dataset |
| National Investment Services | NONE | $162,636 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $156,375 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $138,065 | not reported in the loaded dataset |
| Patrick Ludvigsen | PLAN ADMINISTRATOR | $119,447 | not reported in the loaded dataset |
| Patricia Ziegler | EMPLOYEE | $110,650 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $91,442 | $0 |
| James Feinberg | EMPLOYEE | $81,519 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $78,003 | not reported in the loaded dataset |
| Bridgeway Benefit Technology | NONE | $73,126 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $57,698 | not reported in the loaded dataset |
| Cathy Slater | EMPLOYEE | $56,458 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $54,352 | not reported in the loaded dataset |
| Bmo Harris | NONE | $51,226 | not reported in the loaded dataset |
| Neuberger Berman Investment Advisor | NONE | $45,506 | $0 |
| Gregorio, Stec, Klein & Hose | NONE | $45,413 | not reported in the loaded dataset |
| Zelis Payment Holdings | NONE | $38,892 | not reported in the loaded dataset |
| Rita Gorman | EMPLOYEE | $35,506 | not reported in the loaded dataset |
| Bny Mellon | NONE | $32,638 | $0 |
| Maggie Nava | EMPLOYEE | $28,593 | not reported in the loaded dataset |
| Bond Brothers | NONE | $28,511 | not reported in the loaded dataset |
| Ntiva. Inc. | NONE | $13,686 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $9,141 | not reported in the loaded dataset |
| Executive Medical Services Of Chica | NONE | $7,600 | not reported in the loaded dataset |
| Richard J. Wolf & Company | NONE | $6,202 | not reported in the loaded dataset |
| Datamation Imaging | NONE | $5,498 | not reported in the loaded dataset |