Sheet Metal Workers Pension Fund Of Local Union No. 19 — Form 5500 plan (Sheet Metal Workers Pension Fund Of Local Union)
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 Pension Fund Of Local Union No. 19 is a benefit plan reported by Sheet Metal Workers Pension Fund Of Local Union under EIN 23-1494364 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,218 participants and $487,188,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Pension Fund Of Local Union
- EIN
- 23-1494364
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,218
- End-of-year plan assets
- $487,188,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,218 | H, C | 20250218115626NAL0007000194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $487,188,413
- Total liabilities (EOY)
- $469,378
- Net assets (EOY)
- $486,719,035
- Net assets (BOY)
- $468,939,478
Income & contributions
- Employer contributions
- $39,557,717
- Total contributions
- $39,557,717
- Total income / additions
- $72,632,913
Expenses & distributions
- Benefits paid
- $47,527,041
- Administrative expenses
- $7,326,315
- Total expenses
- $54,853,356
- Net increase / (decrease)
- $17,779,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | NONE | $371,602 | not reported in the loaded dataset | 2023 |
| Old Glory Asset Management | NONE | $350,130 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management Inc | NONE | $260,574 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $247,476 | not reported in the loaded dataset | 2023 |
| Thomas Klingenberg | EMPLOYEE | $221,831 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $210,000 | not reported in the loaded dataset | 2023 |
| Stoneridge Investment Partners LLC | NONE | $196,231 | $0 | 2023 |
| Chartwell Investment Partners | NONE | $185,740 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $178,932 | 2023 |
| Dennis Siravo | EMPLOYEE | $164,795 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $157,202 | not reported in the loaded dataset | 2023 |
| Conestoga Capital | NONE | $0 | $148,570 | 2023 |
| Bridgeway Benefit Technology | NONE | $136,712 | not reported in the loaded dataset | 2023 |
| Christopher Downey | EMPLOYEE | $132,385 | not reported in the loaded dataset | 2023 |
| Nb Alternatives Advisers LLC | NONE | $125,830 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $125,132 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | NONE | $117,397 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $90,818 | not reported in the loaded dataset | 2023 |
| Nicole Braker | EMPLOYEE | $81,926 | not reported in the loaded dataset | 2023 |
| Kristen N. Sheasley | EMPLOYEE | $80,560 | not reported in the loaded dataset | 2023 |
| Sheryle Mulholland | EMPLOYEE | $73,200 | not reported in the loaded dataset | 2023 |
| Maryellen Kane | EMPLOYEE | $72,887 | not reported in the loaded dataset | 2023 |
| Elizabeth Forbes | EMPLOYEE | $69,904 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $69,667 | not reported in the loaded dataset | 2023 |
| Zuliana M Velez-Osorio | EMPLOYEE | $67,396 | not reported in the loaded dataset | 2023 |
| Spear Wilderman, Pc | NONE | $59,813 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $59,524 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc. | NONE | $59,100 | not reported in the loaded dataset | 2023 |
| Entrust Partners LLC | NONE | $52,294 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan Pc | NONE | $50,776 | not reported in the loaded dataset | 2023 |
| Ashley Coyle | EMPLOYEE | $49,207 | not reported in the loaded dataset | 2023 |
| Yanira Rodriguez | EMPLOYEE | $46,771 | not reported in the loaded dataset | 2023 |
| Joe Rispo | EMPLOYEE | $42,574 | not reported in the loaded dataset | 2023 |
| Ashley Gilderman | NONE | $41,101 | not reported in the loaded dataset | 2023 |
| Krystal Cimino | EMPLOYEE | $35,588 | not reported in the loaded dataset | 2023 |
| Apollo Advisors Viii, L.P. | NONE | $29,033 | $0 | 2023 |
| The Northern Trust Investments, Inc | NONE | $21,931 | not reported in the loaded dataset | 2023 |
| Paychex Inc | NONE | $9,008 | not reported in the loaded dataset | 2023 |
| Rcp Advisors LLC | NONE | $0 | $5,737 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Pension Fund Of Local Union
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Rbc Global Asset Management Inc — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Thomas Klingenberg — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Stoneridge Investment Partners LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Dennis Siravo — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Conestoga Capital — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Christopher Downey — Schedule C compensation
- Nb Alternatives Advisers LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Nicole Braker — Schedule C compensation
- Kristen N. Sheasley — Schedule C compensation
- Sheryle Mulholland — Schedule C compensation
- Maryellen Kane — Schedule C compensation
- Elizabeth Forbes — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Zuliana M Velez-Osorio — Schedule C compensation
- Spear Wilderman, Pc — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Principal Financial Group, Inc. — Schedule C compensation
- Entrust Partners LLC — Schedule C compensation
- Susanin Widman & Brennan Pc — Schedule C compensation
- Ashley Coyle — Schedule C compensation
- Yanira Rodriguez — Schedule C compensation
- Joe Rispo — Schedule C compensation
- Ashley Gilderman — Schedule C compensation
- Krystal Cimino — Schedule C compensation
- Apollo Advisors Viii, L.P. — Schedule C compensation
- The Northern Trust Investments, Inc — Schedule C compensation
- Paychex Inc — Schedule C compensation
- Rcp Advisors LLC — Schedule C compensation