National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations — Form 5500 plan (Trustees Of National Stabilization Agreement Of The Sheet Metal Indust)
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, National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations is a benefit plan reported by Trustees Of National Stabilization Agreement Of The Sheet Metal Indust under EIN 52-1036457 and plan number 565. The latest loaded filing year is 2023. The filing reports 4,061 participants and $583,361,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of National Stabilization Agreement Of The Sheet Metal Indust
- EIN
- 52-1036457
- Plan number
- 565
- Plan type
- 1
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 4,061
- End-of-year plan assets
- $583,361,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,061 | H, C | 20241011160934NAL0039413376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $583,361,598
- Total liabilities (EOY)
- $1,043,304
- Net assets (EOY)
- $582,318,294
- Net assets (BOY)
- $468,736,266
Income & contributions
- Employer contributions
- $68,531,963
- Total contributions
- $68,531,963
- Total income / additions
- $138,264,353
Expenses & distributions
- Benefits paid
- $19,826,544
- Administrative expenses
- $4,855,781
- Total expenses
- $24,682,325
- Net increase / (decrease)
- $113,582,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $271,178 | $0 | 2023 |
| Tcw Asset Mgmt Company, LLC | NONE | $186,435 | $0 | 2023 |
| Aristotle Capital Management, LLC | NONE | $152,193 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $108,992 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $100,748 | $0 | 2023 |
| Pacific Income Advisers, Inc. | NONE | $83,863 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $82,966 | not reported in the loaded dataset | 2023 |
| Rice Hall James & Associates LLC | NONE | $78,821 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $77,777 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $72,044 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $66,212 | $0 | 2023 |
| Harding Loevner Lp | NONE | $62,893 | $0 | 2023 |
| Fiera Capital, Inc. | NONE | $60,155 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $58,608 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Mgmt. LLC | NONE | $36,198 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $27,620 | $0 | 2023 |
| Legal & General Inv. Mgmt. America | NONE | $16,484 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $15,037 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of National Stabilization Agreement Of The Sheet Metal Indust
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Tcw Asset Mgmt Company, LLC — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Pacific Income Advisers, Inc. — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Rice Hall James & Associates LLC — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Truist Bank — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Fiera Capital, Inc. — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Blackrock Investment Mgmt. LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Legal & General Inv. Mgmt. America — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation