Sheet Metal Workers Local #20 South Bend Area Pension Fund — Form 5500 plan (Trustees Of Sheet Metal Workers Local #20 South Bend Area 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 #20 South Bend Area Pension Fund is a benefit plan reported by Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund under EIN 35-6054275 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $30,978,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund
- EIN
- 35-6054275
- Plan number
- 001
- Plan type
- 1
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $30,978,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20250321113344NAL0008220625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,978,589
- Total liabilities (EOY)
- $32,309
- Net assets (EOY)
- $30,946,280
- Net assets (BOY)
- $27,694,368
Income & contributions
- Employer contributions
- $3,027,817
- Total contributions
- $3,027,817
- Total income / additions
- $6,849,108
Expenses & distributions
- Benefits paid
- $3,357,701
- Administrative expenses
- $239,495
- Total expenses
- $3,597,196
- Net increase / (decrease)
- $3,251,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron | NONE | $52,860 | not reported in the loaded dataset | 2023 |
| Lyrical Partners | NONE | $38,247 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $26,646 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $15,540 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,586 | $0 | 2023 |
| Rmb Capital Management, LLC | NONE | $10,256 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Inv Advisor | NONE | $6,648 | not reported in the loaded dataset | 2023 |
| Mariner | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Cheiron — Schedule C compensation
- Lyrical Partners — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Rmb Capital Management, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Chevy Chase Trust Inv Advisor — Schedule C compensation
- Mariner — Schedule C compensation