Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan — Form 5500 plan (Trustees Of Sheet Metal Workers Local 33 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' Local No. 33 Cleveland District Pension Plan is a benefit plan reported by Trustees Of Sheet Metal Workers Local 33 Pension Plan under EIN 34-6514741 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,181 participants and $187,250,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers Local 33 Pension Plan
- EIN
- 34-6514741
- Plan number
- 001
- Plan type
- 1
- Location
- Parma, OH
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $187,250,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20250214093958NAL0013592643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,250,104
- Total liabilities (EOY)
- $7,690,165
- Net assets (EOY)
- $179,559,939
- Net assets (BOY)
- $167,676,905
Income & contributions
- Employer contributions
- $8,552,095
- Total contributions
- $8,552,095
- Total income / additions
- $25,731,714
Expenses & distributions
- Benefits paid
- $12,595,373
- Administrative expenses
- $1,253,307
- Total expenses
- $13,848,680
- Net increase / (decrease)
- $11,883,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silchester International Investors | NONE | $266,816 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $192,581 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management | NONE | $151,878 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $127,685 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $81,611 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick Investment M | NONE | $75,930 | not reported in the loaded dataset | 2023 |
| Keybank Trust | NONE | $71,702 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $61,955 | not reported in the loaded dataset | 2023 |
| Stone Harbor Investment Partners | NONE | $46,613 | not reported in the loaded dataset | 2023 |
| Allotta Farley Co. Lpa | NONE | $35,373 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Smw Fringe Benefit Funds, Inc. | RELATED FUND | $12,847 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $6,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers Local 33 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Parma, OH
- Silchester International Investors — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Eagle Capital Management — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Kayne Anderson Rudnick Investment M — Schedule C compensation
- Keybank Trust — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Stone Harbor Investment Partners — Schedule C compensation
- Allotta Farley Co. Lpa — Schedule C compensation
- Clark Schaefer Hackett & Co. — Schedule C compensation
- Smw Fringe Benefit Funds, Inc. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation