Sheet Metal Workers Local 224 Pension Fund — Form 5500 plan (Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees)
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 224 Pension Fund is a benefit plan reported by Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees under EIN 31-6171353 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $68,763,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees
- EIN
- 31-6171353
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 772
- End-of-year plan assets
- $68,763,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 772 | H, C | 20241015100106NAL0029197281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,763,110
- Total liabilities (EOY)
- $434,347
- Net assets (EOY)
- $68,328,763
- Net assets (BOY)
- $62,475,642
Income & contributions
- Employer contributions
- $4,365,384
- Total contributions
- $4,365,384
- Total income / additions
- $12,831,427
Expenses & distributions
- Benefits paid
- $6,429,691
- Administrative expenses
- $548,615
- Total expenses
- $6,978,306
- Net increase / (decrease)
- $5,853,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Inv Advisors | NONE | $109,393 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $69,420 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $49,245 | not reported in the loaded dataset | 2023 |
| Clarion Partners | NONE | $46,351 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $45,053 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $39,044 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| Stockbridge Capital Group, LLC | NONE | $24,656 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $22,780 | not reported in the loaded dataset | 2023 |
| Union Services Agency | NONE | $17,060 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $16,736 | not reported in the loaded dataset | 2023 |
| Washington Capital Managemenet, Inc | NONE | $12,118 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank (Central Indiana) | NONE | $8,363 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $7,960 | not reported in the loaded dataset | 2023 |
| Frsecure | NONE | $7,155 | not reported in the loaded dataset | 2023 |
| Ares Management LLC | NONE | $5,269 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 224 Pension Fund Bd Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Strategic Capital Inv Advisors — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Clarion Partners — Schedule C compensation
- John Hancock — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Stockbridge Capital Group, LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Union Services Agency — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Washington Capital Managemenet, Inc — Schedule C compensation
- Fifth Third Bank (Central Indiana) — Schedule C compensation
- American Graphics — Schedule C compensation
- Frsecure — Schedule C compensation
- Ares Management LLC — Schedule C compensation