Employer-Industrial Sheet Metal Workers Local 16 Pension Trust — Form 5500 plan (Trustees Of Employer - Industrial Sheet Metal Workers 16 Pension Tr)
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, Employer-Industrial Sheet Metal Workers Local 16 Pension Trust is a benefit plan reported by Trustees Of Employer - Industrial Sheet Metal Workers 16 Pension Tr under EIN 51-0171397 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,502 participants and $88,502,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Employer - Industrial Sheet Metal Workers 16 Pension Tr
- EIN
- 51-0171397
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,502
- End-of-year plan assets
- $88,502,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,502 | H, C | 20241013194505NAL0044263024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,502,296
- Total liabilities (EOY)
- $101,215
- Net assets (EOY)
- $88,401,081
- Net assets (BOY)
- $83,419,440
Income & contributions
- Employer contributions
- $1,985,475
- Total contributions
- $1,985,475
- Total income / additions
- $13,001,266
Expenses & distributions
- Benefits paid
- $7,484,894
- Administrative expenses
- $534,731
- Total expenses
- $8,019,625
- Net increase / (decrease)
- $4,981,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus Advisory, Inc. | INVESTMENT ADVISOR | $136,919 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY | $108,410 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | INVESTMENT MANAGER | $40,703 | $0 | 2023 |
| The William C. Earhart Company, Inc | THIRD PARTY ADMINISTRATOR | $40,659 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | INVESTMENT MANAGER | $30,758 | $0 | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | LEGAL COUNSEL | $23,268 | not reported in the loaded dataset | 2023 |
| Us Bank | INVESTMENT CUSTODIAN | $21,475 | $0 | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Employer - Industrial Sheet Metal Workers 16 Pension Tr
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Verus Advisory, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- The William C. Earhart Company, Inc — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Us Bank — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation