Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund — Form 5500 plan (Sheet Metal Workers Local No. 20 Indianapolis 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, Indianapolis Area, Pension Fund is a benefit plan reported by Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund under EIN 51-0168516 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,979 participants and $194,189,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund
- EIN
- 51-0168516
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,979
- End-of-year plan assets
- $194,189,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,979 | H, C | 20241015131444NAL0028538321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,189,687
- Total liabilities (EOY)
- $99,481
- Net assets (EOY)
- $194,090,206
- Net assets (BOY)
- $174,036,280
Income & contributions
- Employer contributions
- $10,622,493
- Total contributions
- $10,622,493
- Total income / additions
- $33,620,375
Expenses & distributions
- Benefits paid
- $12,356,393
- Administrative expenses
- $1,210,056
- Total expenses
- $13,566,449
- Net increase / (decrease)
- $20,053,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting | CONSULTANT | $266,563 | not reported in the loaded dataset | 2023 |
| First State Trust Company | INVESTMENT CUSTODIAN | $70,780 | not reported in the loaded dataset | 2023 |
| Private Advisors | INVESTMENT MANAGER | $66,816 | not reported in the loaded dataset | 2023 |
| Aew | INVESTMENT MANAGER | $66,731 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $63,610 | not reported in the loaded dataset | 2023 |
| Multi-Employer Property Trust | INVESTMENT MANAGER | $59,874 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor Labor Impact Fund | INVESTMENT MANAGER | $53,792 | not reported in the loaded dataset | 2023 |
| Western Asset Management | INVESTMENT MANAGER | $40,806 | not reported in the loaded dataset | 2023 |
| Harding Loevner International | ASSET MANAGER | $35,443 | not reported in the loaded dataset | 2023 |
| Sage Advisors | INVESTMENT MANAGER | $34,655 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $27,993 | not reported in the loaded dataset | 2023 |
| Ledbetter, Parisi, LLC | ATTORNEY | $25,193 | not reported in the loaded dataset | 2023 |
| Boston Partners | INVESTMENT MANAGER | $22,728 | not reported in the loaded dataset | 2023 |
| Victory Trivalent International | INVESTMENT MANAGER | $22,696 | not reported in the loaded dataset | 2023 |
| Foundry Micro Capital | INVESTMENT MANAGER | $19,397 | not reported in the loaded dataset | 2023 |
| Fiera Capital | INVESTMENT MANAGER | $18,188 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | INVESTMENT MANAGER | $17,593 | not reported in the loaded dataset | 2023 |
| Ernest Partner, LLC | INVESTMENT MANAGER | $15,792 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | INVESTMENT MANAGER | $13,559 | not reported in the loaded dataset | 2023 |
| Martin Currie Emerging Markets | INVESTMENT MANAGER | $10,501 | not reported in the loaded dataset | 2023 |
| Polen Capital | CUSTODIAN | $9,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Graystone Consulting — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Private Advisors — Schedule C compensation
- Aew — Schedule C compensation
- The Segal Company — Schedule C compensation
- Multi-Employer Property Trust — Schedule C compensation
- Gcm Grosvenor Labor Impact Fund — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Harding Loevner International — Schedule C compensation
- Sage Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Ledbetter, Parisi, LLC — Schedule C compensation
- Boston Partners — Schedule C compensation
- Victory Trivalent International — Schedule C compensation
- Foundry Micro Capital — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Ernest Partner, LLC — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Martin Currie Emerging Markets — Schedule C compensation
- Polen Capital — Schedule C compensation