Sheet Metal Workers' Local No. 40 Pension Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund)
Plain-English plan 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, Sheet Metal Workers' Local No. 40 Pension Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund under EIN 06-6157817 and plan number 001. The latest loaded filing year is 2023. The filing reports 984 participants and $51,753,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund
- EIN
- 06-6157817
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $51,753,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20241015184253NAL0015268451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,753,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,753,253
- Net assets (BOY)
- $47,310,760
Income & contributions
- Employer contributions
- $7,608,274
- Total contributions
- $7,608,274
- Total income / additions
- $14,168,957
Expenses & distributions
- Benefits paid
- $9,226,808
- Administrative expenses
- $499,656
- Total expenses
- $9,726,464
- Net increase / (decrease)
- $4,442,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Mangament Corporatio | NONE | $178,645 | $0 | 2023 |
| Zenith American Solutions | NONE | $106,937 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $45,025 | not reported in the loaded dataset | 2023 |
| Reid & Riege Pc | NONE | $39,698 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $11,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers' Local No. 40 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sei Investment Mangament Corporatio — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- The Segal Company — Schedule C compensation
- Reid & Riege Pc — Schedule C compensation
- Novak Francella LLC — Schedule C compensation