Smwia Staff Pension Plan — Form 5500 plan (International Association Of Sheet Metal Air, Rail And Transportation)
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, Smwia Staff Pension Plan is a benefit plan reported by International Association Of Sheet Metal Air, Rail And Transportation under EIN 52-6061995 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $129,787,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Sheet Metal Air, Rail And Transportation
- EIN
- 52-6061995
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $129,787,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20250912150732NAL0000884947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,787,181
- Total liabilities (EOY)
- $4,184,762
- Net assets (EOY)
- $125,602,419
- Net assets (BOY)
- $109,847,201
Income & contributions
- Employer contributions
- $3,744,174
- Total contributions
- $3,744,174
- Total income / additions
- $22,867,152
Expenses & distributions
- Benefits paid
- $6,615,481
- Administrative expenses
- $496,453
- Total expenses
- $7,111,934
- Net increase / (decrease)
- $15,755,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clearstead Advisors LLC | NONE | $104,048 | not reported in the loaded dataset | 2023 |
| Smw National Pension Fund | AFFILIATED PENSION PLAN | $58,333 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $43,750 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $36,500 | not reported in the loaded dataset | 2023 |
| Mondrian Global All Countries World | NONE | $28,882 | $0 | 2023 |
| Mooney, Green, Saindon Et Al | NONE | $26,905 | not reported in the loaded dataset | 2023 |
| Asb Capital Mgmt | NONE | $22,640 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Capital Advisors | NONE | $18,167 | $0 | 2023 |
| Ninety One Global Select LLC | NONE | $17,367 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Sheet Metal Air, Rail And Transportation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Clearstead Advisors LLC — Schedule C compensation
- Smw National Pension Fund — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mondrian Global All Countries World — Schedule C compensation
- Mooney, Green, Saindon Et Al — Schedule C compensation
- Asb Capital Mgmt — Schedule C compensation
- Kayne Anderson Capital Advisors — Schedule C compensation
- Ninety One Global Select LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation