Local 202 Sheet Metal Workers Pension Fund — Form 5500 plan (Trustees Of The Local 202 Sheet Metal Workers 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, Local 202 Sheet Metal Workers Pension Fund is a benefit plan reported by Trustees Of The Local 202 Sheet Metal Workers Pension Fund under EIN 43-0435782 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $18,424,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Local 202 Sheet Metal Workers Pension Fund
- EIN
- 43-0435782
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $18,424,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20250414102411NAL0000720819002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,424,636
- Net assets (EOY)
- $18,424,636
- Net assets (BOY)
- $18,357,137
Income & contributions
- Employer contributions
- $28,754
- Total contributions
- $28,754
- Total income / additions
- $1,845,828
Expenses & distributions
- Benefits paid
- $1,601,835
- Administrative expenses
- $176,494
- Total expenses
- $1,778,329
- Net increase / (decrease)
- $67,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Benefits | NONE | $58,425 | not reported in the loaded dataset | 2023 |
| Local Sheet Metal Workers | MEMBER PLAN COVERAGE | $39,410 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $15,609 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $11,597 | not reported in the loaded dataset | 2023 |
| Schuchat Cook & Werner | NONE | $6,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Local 202 Sheet Metal Workers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ekon Benefits — Schedule C compensation
- Local Sheet Metal Workers — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Schuchat Cook & Werner — Schedule C compensation