2023 Form 5500 filing — Sheet Metal Workers Local 218(S) 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 20250421153402NAL0007166258001) for Sheet Metal Workers Local 218(S) Pension Plan, reported by Sheet Metal Workers Local 218(S) Pension Fund under EIN 37-0843480 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250421153402NAL0007166258001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 218(S) Pension Fund
- EIN
- 37-0843480
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,553,783
- Total liabilities (EOY)
- $57,855
- Net assets (EOY)
- $56,495,928
- Employer contributions
- $2,876,480
- Total income / additions
- $8,475,671
- Benefits paid
- $3,459,776
- Administrative expenses
- $438,843
- Total expenses
- $3,898,619
- Net increase / (decrease)
- $4,577,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $118,759 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $58,452 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $45,054 | not reported in the loaded dataset |
| Illinois National Bank | NONE | $43,971 | $0 |
| Tic International Corporation | NONE | $40,800 | not reported in the loaded dataset |
| Marquette Associates Inc. | NONE | $33,683 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $21,847 | not reported in the loaded dataset |
| Cavanagh & O'Hara, Llp | NONE | $12,915 | not reported in the loaded dataset |