Sheet Metal Workers Local Union No 71 Pension Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan)
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 Union No 71 Pension Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan under EIN 16-6051585 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $59,226,076 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. 71 Pension Plan
- EIN
- 16-6051585
- Plan number
- 001
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $59,226,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20250314170945NAL0022791425002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,226,076
- Total liabilities (EOY)
- $7,772
- Net assets (EOY)
- $59,218,304
- Net assets (BOY)
- $52,842,178
Income & contributions
- Employer contributions
- $3,267,786
- Total contributions
- $3,267,786
- Total income / additions
- $10,252,516
Expenses & distributions
- Benefits paid
- $3,394,791
- Administrative expenses
- $481,599
- Total expenses
- $3,876,390
- Net increase / (decrease)
- $6,376,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Fiam Trust Company | NONE | $46,003 | $0 | 2023 |
| Loomis, Sayles & Company | NONE | $36,835 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors | NONE | $35,094 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $34,250 | not reported in the loaded dataset | 2023 |
| Aberdeen | NONE | $21,446 | not reported in the loaded dataset | 2023 |
| Wtc-Cif Ii Core Bond Plus | NONE | $20,234 | $0 | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $18,425 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scime Cambria Llp | NONE | $10,555 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | NONE | $5,451 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- The Segal Company — Schedule C compensation
- Fiam Trust Company — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Ubs Realty Investors — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Aberdeen — Schedule C compensation
- Wtc-Cif Ii Core Bond Plus — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Lipsitz Green Scime Cambria Llp — Schedule C compensation
- Sei Trust Company — Schedule C compensation