Sheet Metal Workers Local 22 Pension Fund — Form 5500 plan (Board Of Trustees - Sheet Metal Workers Local 22 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 22 Pension Fund is a benefit plan reported by Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund under EIN 22-6072834 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $74,360,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund
- EIN
- 22-6072834
- Plan number
- 001
- Plan type
- 1
- Location
- Cranford, NJ
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $74,360,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H, C | 20250314104200NAL0044173890003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,360,273
- Total liabilities (EOY)
- $40,921
- Net assets (EOY)
- $74,319,352
- Net assets (BOY)
- $65,746,800
Income & contributions
- Employer contributions
- $4,209,914
- Total contributions
- $4,209,914
- Total income / additions
- $12,778,455
Expenses & distributions
- Benefits paid
- $3,563,214
- Administrative expenses
- $642,689
- Total expenses
- $4,205,903
- Net increase / (decrease)
- $8,572,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Institutional Consulting Group | NONE | $261,579 | not reported in the loaded dataset | 2023 |
| Segal Co. | NONE | $40,521 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $17,964 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $17,700 | not reported in the loaded dataset | 2023 |
| Dtm Consulting, LLC | NONE | $6,285 | not reported in the loaded dataset | 2023 |
| Norman Albert Pc | not reported in the loaded dataset | $6,008 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Sheet Metal Workers Local 22 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cranford, NJ
- Ubs Institutional Consulting Group — Schedule C compensation
- Segal Co. — Schedule C compensation
- Mspc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Dtm Consulting, LLC — Schedule C compensation
- Norman Albert Pc — Schedule C compensation