2023 Form 5500 filing — Arizona Sheet Metal Pension Trust 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 20250414195557NAL0004498162001) for Arizona Sheet Metal Pension Trust Fund, reported by Board Of Trustees Arizona Sheet Metal Pension Trust Fund under EIN 86-6069718 and plan number 001. It reports 1,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414195557NAL0004498162001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Sheet Metal Pension Trust Fund
- EIN
- 86-6069718
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,819,238
- Total liabilities (EOY)
- $290,031
- Net assets (EOY)
- $108,529,207
- Employer contributions
- $8,217,642
- Total income / additions
- $20,483,972
- Benefits paid
- $6,835,485
- Administrative expenses
- $835,913
- Total expenses
- $7,671,398
- Net increase / (decrease)
- $12,812,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Biller & Associates | NONE OTHER THAN CONTRACT | $199,528 | not reported in the loaded dataset |
| Washington Capital Management | NONE OTHER THAN CONTRACT | $92,859 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $91,573 | not reported in the loaded dataset |
| Ullico Infrastructure | NONE OTHER THAN CONTRACT | $61,430 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $58,170 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $47,558 | not reported in the loaded dataset |
| William Blair & Co LLC | NONE OTHER THAN CONTRACT | $46,835 | not reported in the loaded dataset |
| Arrowstreet International | NONE OTHER THAN CONTRACT | $37,402 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $31,881 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $31,624 | not reported in the loaded dataset |
| Wellington Trust Co | NONE OTHER THAN CONTRACT | $18,966 | not reported in the loaded dataset |
| Kelley Law Group | NONE OTHER THAN CONTRACT | $15,617 | not reported in the loaded dataset |
| Letterstream | NONE OTHER THAN CONTRACT | $14,890 | not reported in the loaded dataset |
| Prudential Trust Company | NONE OTHER THAN CONTRACT | $9,261 | not reported in the loaded dataset |