Sheet Metal Workers Local 98 Pension Fund — Form 5500 plan (Board Of Trustees - Sheet Metal Workers Local 98 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 98 Pension Fund is a benefit plan reported by Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund under EIN 31-6171213 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,793 participants and $149,129,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund
- EIN
- 31-6171213
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 1,793
- End-of-year plan assets
- $149,129,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,793 | H, C | 20241015075243NAL0027784801002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,129,618
- Total liabilities (EOY)
- $14,970
- Net assets (EOY)
- $149,114,648
- Net assets (BOY)
- $134,769,093
Income & contributions
- Employer contributions
- $9,781,637
- Total contributions
- $9,781,637
- Total income / additions
- $25,772,466
Expenses & distributions
- Benefits paid
- $10,810,843
- Administrative expenses
- $616,068
- Total expenses
- $11,426,911
- Net increase / (decrease)
- $14,345,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management | PARTY-IN-INTEREST | $127,874 | not reported in the loaded dataset | 2023 |
| The Segal Group | PARTY-IN-INTEREST | $109,266 | not reported in the loaded dataset | 2023 |
| Marquette Associates | PARTY-IN-INTEREST | $54,000 | not reported in the loaded dataset | 2023 |
| American Benefits Corporation | PARTY-IN-INTEREST | $53,939 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | PARTY-IN-INTEREST | $34,375 | not reported in the loaded dataset | 2023 |
| National Investment Services | PARTY-IN-INTEREST | $27,217 | not reported in the loaded dataset | 2023 |
| Keybank | PARTY-IN-INTEREST | $21,789 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays, A.C. | PARTY-IN-INTEREST | $19,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Asb Capital Management — Schedule C compensation
- The Segal Group — Schedule C compensation
- Marquette Associates — Schedule C compensation
- American Benefits Corporation — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Keybank — Schedule C compensation
- Gray, Griffith & Mays, A.C. — Schedule C compensation