Metal Trades Industry Pension Plan — Form 5500 plan (Metal Trades Industry Pension Plan)

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, Metal Trades Industry Pension Plan is a benefit plan reported by Metal Trades Industry Pension Plan under EIN 51-6031408 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $284,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metal Trades Industry Pension Plan
EIN
51-6031408
Plan number
001
Plan type
1
Location
Los Angeles, CA
Latest filing year
2023
Participants
476
End-of-year plan assets
$284,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20250807133404NAL0011069794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$284,193
Total liabilities (EOY)
$77,439
Net assets (EOY)
$206,754
Net assets (BOY)
$278,254

Income & contributions

Total contributions
$0
Total income / additions
$735,600

Expenses & distributions

Benefits paid
$663,539
Administrative expenses
$143,561
Total expenses
$807,100
Net increase / (decrease)
-$71,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans, Inc.CONTRACT ADMINISTRATOR$124,043not reported in the loaded dataset2023
KkajAUDITOR$5,585not reported in the loaded dataset2023
Kravitz, Inc.ACTUARY$800not reported in the loaded dataset2023
Slevin & HartATTORNEY$735not reported in the loaded dataset2023
Management Guidance LlpTRUSTEE$298not reported in the loaded dataset2023

Related Form 5500 pages