Sheet Metal Workers Local No. 4 Pension Plan — Form 5500 plan (Sheet Metal Workers Local No. 4 Pension Plan)
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 No. 4 Pension Plan is a benefit plan reported by Sheet Metal Workers Local No. 4 Pension Plan under EIN 62-0800645 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $46,697,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 4 Pension Plan
- EIN
- 62-0800645
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $46,697,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241012194506NAL0024955249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,697,742
- Total liabilities (EOY)
- $350,822
- Net assets (EOY)
- $46,346,920
- Net assets (BOY)
- $41,881,000
Income & contributions
- Employer contributions
- $3,333,561
- Total contributions
- $3,333,561
- Total income / additions
- $8,283,393
Expenses & distributions
- Benefits paid
- $3,604,522
- Administrative expenses
- $212,951
- Total expenses
- $3,817,473
- Net increase / (decrease)
- $4,465,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zacks Investment Management, Inc. | NONE | $44,886 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $30,474 | not reported in the loaded dataset | 2023 |
| Asb Allegiance | NONE | $19,755 | not reported in the loaded dataset | 2023 |
| Great Gray Trust Company, LLC | NONE | $0 | $19,646 | 2023 |
| Daniels Irwin & Aylor | NONE | $19,150 | not reported in the loaded dataset | 2023 |
| Godwin, Morris, Laurenzi, Bloomfiel | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $7,796 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $7,045 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates, Inc. | NONE | $5,300 | not reported in the loaded dataset | 2023 |
| Afl-Cio Equity Index Fund | NONE | $0 | $0 | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 4 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Zacks Investment Management, Inc. — Schedule C compensation
- Standard Valuations, Inc — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Asb Allegiance — Schedule C compensation
- Great Gray Trust Company, LLC — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Godwin, Morris, Laurenzi, Bloomfiel — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Osborn, Carreiro & Associates, Inc. — Schedule C compensation
- Afl-Cio Equity Index Fund — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation