Sheet Metal Workers' 270 Defined Contribution Pension Plan — Form 5500 plan (Trustees-Sheet Metal Workers' Local 270 Dc 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' 270 Defined Contribution Pension Plan is a benefit plan reported by Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan under EIN 27-2519987 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $7,685,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan
- EIN
- 27-2519987
- Plan number
- 001
- Plan type
- 1
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $7,685,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20241015192925NAL0049542208004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,685,341
- Total liabilities (EOY)
- $10,131
- Net assets (EOY)
- $7,675,210
- Net assets (BOY)
- $6,218,288
Income & contributions
- Employer contributions
- $86,064
- Participant contributions
- $323,180
- Total contributions
- $415,028
- Total income / additions
- $1,673,046
Expenses & distributions
- Benefits paid
- $144,843
- Administrative expenses
- $71,281
- Total expenses
- $216,124
- Net increase / (decrease)
- $1,456,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Company Of Oklahoma | NONE | $51,295 | $0 | 2023 |
| Royle Vazquez Llp | NONE | $10,131 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $6,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Trust Company Of Oklahoma — Schedule C compensation
- Royle Vazquez Llp — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation