Northwest Sheet Metal Workers Supp Pension Plan — Form 5500 plan (Bd Of Trustees, Northwest Sheet Metal Workers Supp 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, Northwest Sheet Metal Workers Supp Pension Plan is a benefit plan reported by Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan under EIN 91-1702340 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,942 participants and $315,139,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan
- EIN
- 91-1702340
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 8,942
- End-of-year plan assets
- $315,139,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,942 | H, C | 20241014104913NAL0014792211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,139,801
- Total liabilities (EOY)
- $215,648
- Net assets (EOY)
- $314,924,153
- Net assets (BOY)
- $270,427,471
Income & contributions
- Employer contributions
- $4,881,750
- Participant contributions
- $11,369,943
- Total contributions
- $16,286,570
- Total income / additions
- $59,642,195
Expenses & distributions
- Benefits paid
- $14,384,001
- Administrative expenses
- $761,512
- Total expenses
- $15,145,513
- Net increase / (decrease)
- $44,496,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Standard | NONE | $436,059 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $129,684 | not reported in the loaded dataset | 2023 |
| Reliant Consulting & Research | NONE | $38,179 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $29,055 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales Josephson | NONE | $25,718 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- The Standard — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Reliant Consulting & Research — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Barlow Coughran Morales Josephson — Schedule C compensation