Sheet Metal Workers' Local 10 Pension Fund — Form 5500 plan (Trustees Of Sheet Metal Workers' Local 10 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 10 Pension Fund is a benefit plan reported by Trustees Of Sheet Metal Workers' Local 10 Pension Fund under EIN 41-1562581 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,303 participants and $365,941,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Sheet Metal Workers' Local 10 Pension Fund
- EIN
- 41-1562581
- Plan number
- 001
- Plan type
- 1
- Location
- Maplewood, MN
- Latest filing year
- 2023
- Participants
- 5,303
- End-of-year plan assets
- $365,941,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,303 | H, C | 20241009101227NAL0030886960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $365,941,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $365,941,226
- Net assets (BOY)
- $321,795,235
Income & contributions
- Employer contributions
- $28,729,439
- Total contributions
- $28,729,439
- Total income / additions
- $67,455,935
Expenses & distributions
- Benefits paid
- $21,913,682
- Administrative expenses
- $1,396,262
- Total expenses
- $23,309,944
- Net increase / (decrease)
- $44,145,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheet Metal Control Board | NONE | $339,097 | not reported in the loaded dataset | 2023 |
| Wintrust Bank | NONE | $217,398 | not reported in the loaded dataset | 2023 |
| Lexington Partners | NONE | $192,182 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $105,000 | $50 | 2023 |
| The Segal Company | NONE | $82,098 | not reported in the loaded dataset | 2023 |
| Kovitz Investment Group | NONE | $52,920 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $43,103 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $33,075 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn & La | NONE | $24,626 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $8,185 | not reported in the loaded dataset | 2023 |
| Sierra Investment Management | NONE | $7,279 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Sheet Metal Workers' Local 10 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Maplewood, MN
- Sheet Metal Control Board — Schedule C compensation
- Wintrust Bank — Schedule C compensation
- Lexington Partners — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Kovitz Investment Group — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Mcgrann Shea Carnival Straughn & La — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Sierra Investment Management — Schedule C compensation