Sheet Metal Workers' Local 73 Pension Fund — Form 5500 plan (Board Of Trustees Of The Sheet Metal Workers 73 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 73 Pension Fund is a benefit plan reported by Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund under EIN 51-6126221 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,330 participants and $717,569,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund
- EIN
- 51-6126221
- Plan number
- 001
- Plan type
- 1
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 5,330
- End-of-year plan assets
- $717,569,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,330 | H, C | 20250414103335NAL0000713235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $717,569,855
- Total liabilities (EOY)
- $1,975,917
- Net assets (EOY)
- $715,593,938
- Net assets (BOY)
- $651,489,568
Income & contributions
- Employer contributions
- $26,813,397
- Total contributions
- $26,813,397
- Total income / additions
- $101,604,107
Expenses & distributions
- Benefits paid
- $34,436,265
- Administrative expenses
- $3,063,472
- Total expenses
- $37,499,737
- Net increase / (decrease)
- $64,104,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | NONE | $350,761 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Mgmnt | NONE | $204,744 | $0 | 2023 |
| State Street Global Adv. Trust Co. | NONE | $193,383 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $179,662 | not reported in the loaded dataset | 2023 |
| Marquette Associates Inc. | NONE | $165,000 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $162,636 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $156,375 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $138,065 | not reported in the loaded dataset | 2023 |
| Patrick Ludvigsen | PLAN ADMINISTRATOR | $119,447 | not reported in the loaded dataset | 2023 |
| Patricia Ziegler | EMPLOYEE | $110,650 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $91,442 | $0 | 2023 |
| James Feinberg | EMPLOYEE | $81,519 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $78,003 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technology | NONE | $73,126 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $57,698 | not reported in the loaded dataset | 2023 |
| Cathy Slater | EMPLOYEE | $56,458 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $54,352 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $51,226 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Investment Advisor | NONE | $45,506 | $0 | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $45,413 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings | NONE | $38,892 | not reported in the loaded dataset | 2023 |
| Rita Gorman | EMPLOYEE | $35,506 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $32,638 | $0 | 2023 |
| Maggie Nava | EMPLOYEE | $28,593 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $28,511 | not reported in the loaded dataset | 2023 |
| Ntiva. Inc. | NONE | $13,686 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $9,141 | not reported in the loaded dataset | 2023 |
| Executive Medical Services Of Chica | NONE | $7,600 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf & Company | NONE | $6,202 | not reported in the loaded dataset | 2023 |
| Datamation Imaging | NONE | $5,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- J.P. Morgan Investment Mgmnt — Schedule C compensation
- State Street Global Adv. Trust Co. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Patrick Ludvigsen — Schedule C compensation
- Patricia Ziegler — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- James Feinberg — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Bridgeway Benefit Technology — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Cathy Slater — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Neuberger Berman Investment Advisor — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Zelis Payment Holdings — Schedule C compensation
- Rita Gorman — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Maggie Nava — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Ntiva. Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Executive Medical Services Of Chica — Schedule C compensation
- Richard J. Wolf & Company — Schedule C compensation
- Datamation Imaging — Schedule C compensation