Arizona Sheet Metal Pension Trust Fund — Form 5500 plan (Board Of Trustees Arizona Sheet Metal 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, Arizona Sheet Metal Pension Trust Fund is a benefit plan reported by Board Of Trustees Arizona Sheet Metal Pension Trust Fund under EIN 86-6069718 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,489 participants and $108,819,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Arizona Sheet Metal Pension Trust Fund
- EIN
- 86-6069718
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,489
- End-of-year plan assets
- $108,819,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,489 | H, C | 20250414195557NAL0004498162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,819,238
- Total liabilities (EOY)
- $290,031
- Net assets (EOY)
- $108,529,207
- Net assets (BOY)
- $95,716,633
Income & contributions
- Employer contributions
- $8,217,642
- Total contributions
- $8,217,642
- Total income / additions
- $20,483,972
Expenses & distributions
- Benefits paid
- $6,835,485
- Administrative expenses
- $835,913
- Total expenses
- $7,671,398
- Net increase / (decrease)
- $12,812,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan Biller & Associates | NONE OTHER THAN CONTRACT | $199,528 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE OTHER THAN CONTRACT | $92,859 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $91,573 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | NONE OTHER THAN CONTRACT | $61,430 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $58,170 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $47,558 | not reported in the loaded dataset | 2023 |
| William Blair & Co LLC | NONE OTHER THAN CONTRACT | $46,835 | not reported in the loaded dataset | 2023 |
| Arrowstreet International | NONE OTHER THAN CONTRACT | $37,402 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $31,881 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $31,624 | not reported in the loaded dataset | 2023 |
| Wellington Trust Co | NONE OTHER THAN CONTRACT | $18,966 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE OTHER THAN CONTRACT | $15,617 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE OTHER THAN CONTRACT | $14,890 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | NONE OTHER THAN CONTRACT | $9,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Arizona Sheet Metal Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Alan Biller & Associates — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- William Blair & Co LLC — Schedule C compensation
- Arrowstreet International — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Wellington Trust Co — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- Letterstream — Schedule C compensation
- Prudential Trust Company — Schedule C compensation