2023 Form 5500 filing — Sheet Metal Workers Local 112 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 20250814090302NAL0008955331001) for Sheet Metal Workers Local 112 Pension Plan, reported by Board Of Trustees Sheet Metal Workers Local 112 Pension Plan under EIN 16-6052226 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814090302NAL0008955331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 112 Pension Plan
- EIN
- 16-6052226
- Plan number
- 001
- Location
- Elmira, NY
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,759,482
- Total liabilities (EOY)
- $7,457
- Net assets (EOY)
- $40,752,025
- Employer contributions
- $2,683,199
- Total income / additions
- $9,585,806
- Benefits paid
- $2,393,282
- Administrative expenses
- $428,338
- Total expenses
- $2,821,620
- Net increase / (decrease)
- $6,764,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $262,434 | not reported in the loaded dataset |
| Osullivan Associates | ACTUARY | $28,442 | not reported in the loaded dataset |
| Sheet Metal Workers Local 112 | ADMINISTRATION | $26,895 | not reported in the loaded dataset |
| Mengel, Metzger, Barr & Co. Llp | AUDITOR | $21,900 | not reported in the loaded dataset |
| Smw Local 112 Welfare Fund | UNION BENEFIT FUND | $20,844 | not reported in the loaded dataset |
| Chemung Canal Trust Company | PROCESS PENSION CHECKS | $8,066 | not reported in the loaded dataset |
| Bny Mellon Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Judith J Gush | OUTSIDE ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset |
| Lord Abbett Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Doubleline Funds Trust | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| American Beacon Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Kkr Funds | INVESTMENT PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |