Sheet Metal Workers Local Union No. 80 Pension Fund — Form 5500 plan (Trustees Of Sheet Metal Workers Local Union No. 80 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 Union No. 80 Pension Fund is a benefit plan reported by Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund under EIN 38-6105633 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,283 participants and $393,114,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund
- EIN
- 38-6105633
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,283
- End-of-year plan assets
- $393,114,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,283 | H, C | 20250317081507NAL0002228656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $393,114,711
- Total liabilities (EOY)
- $622,175
- Net assets (EOY)
- $392,492,536
- Net assets (BOY)
- $345,285,189
Income & contributions
- Employer contributions
- $28,312,032
- Total contributions
- $28,312,032
- Total income / additions
- $82,901,171
Expenses & distributions
- Benefits paid
- $33,326,434
- Administrative expenses
- $2,367,390
- Total expenses
- $35,693,824
- Net increase / (decrease)
- $47,207,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $603,820 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE | $407,296 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | NONE | $223,909 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $195,211 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Mgmt | NONE | $95,775 | not reported in the loaded dataset | 2023 |
| Lord Abbett & Co, LLC | NONE | $61,018 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $58,250 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $52,274 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Mgmt., Inc. | NONE | $50,460 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE | $27,658 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $24,255 | $0 | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $22,600 | not reported in the loaded dataset | 2023 |
| The Pnc Financial Services Group | NONE | $19,100 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Company | NONE | $17,598 | not reported in the loaded dataset | 2023 |
| Macqueen & Associates, LLC | NONE | $0 | $8,804 | 2023 |
| Aristotle Management | NONE | $0 | $0 | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Earnest Partners, LLC | NONE | $0 | $0 | 2023 |
| Polen Capital | NONE | $0 | $0 | 2023 |
| Jensen Investment Management | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Metropolitan West Asset Mgmt — Schedule C compensation
- Lord Abbett & Co, LLC — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Centersquare Investment Mgmt., Inc. — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- The Pnc Financial Services Group — Schedule C compensation
- American Graphics Printing Company — Schedule C compensation
- Macqueen & Associates, LLC — Schedule C compensation
- Aristotle Management — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Polen Capital — Schedule C compensation
- Jensen Investment Management — Schedule C compensation