Sheet Metal Workers Local Union No. 32 Pension Trust Fund — Form 5500 plan (Sheet Metal Workers Local Union No. 32 Pension Trust 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 Union No. 32 Pension Trust Fund is a benefit plan reported by Sheet Metal Workers Local Union No. 32 Pension Trust Fund under EIN 59-6152610 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $59,120,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund
- EIN
- 59-6152610
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $59,120,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20260512144639NAL0006803633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,120,793
- Total liabilities (EOY)
- $11,754
- Net assets (EOY)
- $59,109,039
- Net assets (BOY)
- $58,271,329
Income & contributions
- Employer contributions
- $959,814
- Total contributions
- $959,814
- Total income / additions
- $4,340,516
Expenses & distributions
- Benefits paid
- $2,997,328
- Administrative expenses
- $505,478
- Total expenses
- $3,502,806
- Net increase / (decrease)
- $837,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neba Inc. | NONE | $96,051 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind, P.A | NONE | $77,193 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $58,554 | not reported in the loaded dataset | 2023 |
| Post Traditional High Yield Fund, L | NONE | $24,278 | not reported in the loaded dataset | 2023 |
| Victory Capital Management Inc. | NONE | $24,004 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $22,359 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $21,892 | not reported in the loaded dataset | 2023 |
| Hardman Johnston International Equi | NONE | $17,398 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management, | NONE | $12,720 | not reported in the loaded dataset | 2023 |
| Ksdt & Co., LLC | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local Union No. 32 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Neba Inc. — Schedule C compensation
- Sugarman & Susskind, P.A — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Post Traditional High Yield Fund, L — Schedule C compensation
- Victory Capital Management Inc. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Hardman Johnston International Equi — Schedule C compensation
- First Eagle Investment Management, — Schedule C compensation
- Ksdt & Co., LLC — Schedule C compensation
- Us Bank — Schedule C compensation