Sheet Metal Workers Local 218 (C) Pension Plan — Form 5500 plan (Bd Of Trustees Sheet Metal Workers Local 218 (C) 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 218 (C) Pension Plan is a benefit plan reported by Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan under EIN 37-6083535 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $61,606,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan
- EIN
- 37-6083535
- Plan number
- 001
- Plan type
- 1
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $61,606,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015122242NAL0029611825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,606,601
- Total liabilities (EOY)
- $83,923
- Net assets (EOY)
- $61,522,678
- Net assets (BOY)
- $56,137,969
Income & contributions
- Employer contributions
- $2,224,251
- Total contributions
- $2,224,251
- Total income / additions
- $8,832,316
Expenses & distributions
- Benefits paid
- $3,164,297
- Administrative expenses
- $283,310
- Total expenses
- $3,447,607
- Net increase / (decrease)
- $5,384,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Company | NONE | $46,046 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $35,420 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $26,274 | $0 | 2023 |
| Marquette & Associates | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Baum Sigman Et Al | NONE | $21,380 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,691 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Segal Company — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- Baum Sigman Et Al — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation