Sheet Metal Workers Pension Plan Of Northern California — Form 5500 plan (Sheet Metal Workers Pension Trust)
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 Pension Plan Of Northern California is a benefit plan reported by Sheet Metal Workers Pension Trust under EIN 51-6115939 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,837 participants and $1,524,448,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Pension Trust
- EIN
- 51-6115939
- Plan number
- 001
- Plan type
- 1
- Location
- Livermore, CA
- Latest filing year
- 2023
- Participants
- 12,837
- End-of-year plan assets
- $1,524,448,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,837 | H, C | 20241015215950NAL0017270467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,524,448,126
- Total liabilities (EOY)
- $26,973,015
- Net assets (EOY)
- $1,497,475,111
- Net assets (BOY)
- $1,367,751,950
Income & contributions
- Employer contributions
- $138,390,916
- Total contributions
- $138,390,916
- Total income / additions
- $325,046,988
Expenses & distributions
- Benefits paid
- $186,949,933
- Administrative expenses
- $8,373,894
- Total expenses
- $195,323,827
- Net increase / (decrease)
- $129,723,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ck Opportunities Gp LLC | NONE | $0 | $1,967,265 | 2023 |
| Benesys, Inc. | NONE | $1,561,244 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $923,031 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $691,938 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $473,570 | not reported in the loaded dataset | 2023 |
| Delaware Management Business Trust | NONE | $400,307 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $390,175 | not reported in the loaded dataset | 2023 |
| Causeway Capital Management LLC | NONE | $349,173 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $296,238 | not reported in the loaded dataset | 2023 |
| Polen Capital Management LLC | NONE | $285,356 | not reported in the loaded dataset | 2023 |
| Zuckerman Spaeder Llp | NONE | $276,435 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $274,070 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $201,016 | $68,447 | 2023 |
| Us Bank | NONE | $219,327 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $205,883 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $195,385 | not reported in the loaded dataset | 2023 |
| Sage Advisory | NONE | $159,014 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $69,557 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $45,156 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $0 | $41,598 | 2023 |
| Iron Mountain Inc. | NONE | $41,545 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Legal & General Invmt Mgmt Of Ameri | NONE | $27,644 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $15,944 | not reported in the loaded dataset | 2023 |
| Conrad Metlitsky Kane Llp | NONE | $10,988 | not reported in the loaded dataset | 2023 |
| Jams | NONE | $10,946 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Livermore, CA
- Ck Opportunities Gp LLC — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delaware Management Business Trust — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Causeway Capital Management LLC — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Polen Capital Management LLC — Schedule C compensation
- Zuckerman Spaeder Llp — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Us Bank — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Sage Advisory — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Iron Mountain Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Legal & General Invmt Mgmt Of Ameri — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Conrad Metlitsky Kane Llp — Schedule C compensation
- Jams — Schedule C compensation