2023 Form 5500 filing — Utah Sheet Metal Pension Trust

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 20250814124938NAL0022098770001) for Utah Sheet Metal Pension Trust, reported by Utah Sheet Metal Pension Trust under EIN 87-6156446 and plan number 001. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$249.1MReported net assets$249,128,868

Participants1.5K1,504

Provider compensation$1.8M13 Schedule C row(s)$1,784,135

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250814124938NAL0022098770001
Plan sponsor: Utah Sheet Metal Pension Trust
EIN: 87-6156446
Plan number: 001
Location: Murray, UT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$249.4M total assets

Net assets$249.1MLiabilities$264.8K

Money in vs. money out

Total income / additions$56.8M

Total expenses$11.7M

Benefits paid / distributions$9.8M

Contributions

Employer$10.4M

ParticipantNot reported

Full reported line items

Total assets (EOY): $249,393,662
Total liabilities (EOY): $264,794
Net assets (EOY): $249,128,868
Employer contributions: $10,377,934
Total income / additions: $56,772,488
Benefits paid: $9,801,243
Administrative expenses: $1,856,323
Total expenses: $11,657,566
Net increase / (decrease): $45,114,922

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Boston Company Asset Mgmt, LLC$426.3K
NONE OTHER THAN CONTRACT · Direct $426.3K · Indirect $0
2
Equity Investment Company$356.3K
NONE OTHER THAN CONTRACT · Direct $356.3K
3
Wells Fargo Advisors, LLC$255.9K
NONE OTHER THAN CONTRACT · Direct $255.9K
4
Alta Capital Management$254.5K
NONE OTHER THAN CONTRACT · Direct $254.5K · Indirect $0
5
Agincourt$137.1K
NONE OTHER THAN CONTRACT · Direct $137.1K
6
The Segal Company$120K
NONE OTHER THAN CONTRACT · Direct $120K
7
Us Bank$86.2K
NONE OTHER THAN CONTRACT · Direct $86.2K
8
Southwest Service Administrators$58.4K
NONE OTHER THAN CONTRACT · Direct $58.4K
9
Spencer Fane Llp$30.6K
NONE OTHER THAN CONTRACT · Direct $30.6K
10
Segal Select Insurance Services$25.9K
NONE OTHER THAN CONTRACT · Direct $25.9K
11
Baldwin Moffitt Behm Llp$20.3K
NONE OTHER THAN CONTRACT · Direct $20.3K
12
Lettersteam$6.5K
NONE OTHER THAN CONTRACT · Direct $6.5K
13
Kenneth Grimes, Pc$6.1K
NONE OTHER THAN CONTRACT · Direct $6.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250814124938NAL0022098770001 cover?: It is the 2023 Form 5500 filing for Utah Sheet Metal Pension Trust, reported by Utah Sheet Metal Pension Trust (EIN 87-6156446).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).