Sheet Metal Workers Local No.20 Gary Area Pension — Form 5500 plan (Trustees Of Sheet Metal Workers Local 20 Gary 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 No.20 Gary Area Pension is a benefit plan reported by Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund under EIN 35-6057213 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,017 participants and $101,084,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund
- EIN
- 35-6057213
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,017
- End-of-year plan assets
- $101,084,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,017 | H, C | 20240830093259NAL0029663842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,084,959
- Total liabilities (EOY)
- $262,569
- Net assets (EOY)
- $100,822,390
- Net assets (BOY)
- $89,399,108
Income & contributions
- Employer contributions
- $6,338,527
- Total contributions
- $6,338,527
- Total income / additions
- $18,088,460
Expenses & distributions
- Benefits paid
- $5,919,007
- Administrative expenses
- $746,171
- Total expenses
- $6,665,178
- Net increase / (decrease)
- $11,423,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $379,441 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $91,808 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $57,639 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $44,850 | not reported in the loaded dataset | 2023 |
| First State Trust Company | NONE | $38,659 | not reported in the loaded dataset | 2023 |
| Asher,Gittler & D'Alba, Ltd | NONE | $20,342 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $11,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Asher,Gittler & D'Alba, Ltd — Schedule C compensation
- Victory Capital Management — Schedule C compensation