Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada — Form 5500 plan (Board Of Trustees, Sheet Metal Workers' 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' Pension Plan Of Southern California Arizona And Nevada is a benefit plan reported by Board Of Trustees, Sheet Metal Workers' Pension Plan under EIN 95-6052257 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,218 participants and $1,342,672,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Pension Plan
- EIN
- 95-6052257
- Plan number
- 001
- Plan type
- 1
- Location
- Manhattan Beach, CA
- Latest filing year
- 2023
- Participants
- 11,218
- End-of-year plan assets
- $1,342,672,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,218 | H, C | 20241008152504NAL0017879713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,342,672,345
- Total liabilities (EOY)
- $5,559,861
- Net assets (EOY)
- $1,337,112,484
- Net assets (BOY)
- $1,239,568,003
Income & contributions
- Employer contributions
- $90,229,960
- Total contributions
- $90,229,960
- Total income / additions
- $216,529,939
Expenses & distributions
- Benefits paid
- $110,592,811
- Administrative expenses
- $8,392,647
- Total expenses
- $118,985,458
- Net increase / (decrease)
- $97,544,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $2,110,075 | $0 | 2023 |
| Sheet Metal Benefit Plans Admin | NONE | $1,941,510 | not reported in the loaded dataset | 2023 |
| Ck Opportunities | NONE | $0 | $1,311,510 | 2023 |
| Washington Capital Management Inc. | NONE | $660,653 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $351,141 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $346,137 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Investment Advisors | NONE | $312,339 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $252,292 | not reported in the loaded dataset | 2023 |
| The Segal Company (Ws), Inc. | NONE | $249,981 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $233,131 | not reported in the loaded dataset | 2023 |
| Martin Currie | NONE | $232,878 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $172,747 | not reported in the loaded dataset | 2023 |
| Fiera Capital Inc. | NONE | $161,915 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $145,428 | not reported in the loaded dataset | 2023 |
| Madison Core Property Fund, Lp | NONE | $117,981 | not reported in the loaded dataset | 2023 |
| Causeway Capital Mgmt | NONE | $99,924 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $97,367 | $0 | 2023 |
| The London Company | NONE | $87,424 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $68,303 | $0 | 2023 |
| Garcia Hamilton & Assoc. L.P. | NONE | $67,016 | not reported in the loaded dataset | 2023 |
| Capital Group | NONE | $62,612 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $45,265 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $38,372 | not reported in the loaded dataset | 2023 |
| Tvg Consulting | NONE | $13,102 | not reported in the loaded dataset | 2023 |
| American Mailing Service, Inc. | NONE | $12,168 | not reported in the loaded dataset | 2023 |
| Cushman & Wakefield Of California | NONE | $7,968 | not reported in the loaded dataset | 2023 |
| Sandco Services Inc. | NONE | $0 | $0 | 2023 |
| Marsh & Mclennan Companies, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers' Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Manhattan Beach, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Sheet Metal Benefit Plans Admin — Schedule C compensation
- Ck Opportunities — Schedule C compensation
- Washington Capital Management Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Columbia Mgmt Investment Advisors — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- The Segal Company (Ws), Inc. — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Martin Currie — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Fiera Capital Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Madison Core Property Fund, Lp — Schedule C compensation
- Causeway Capital Mgmt — Schedule C compensation
- Comerica — Schedule C compensation
- The London Company — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Garcia Hamilton & Assoc. L.P. — Schedule C compensation
- Capital Group — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Tvg Consulting — Schedule C compensation
- American Mailing Service, Inc. — Schedule C compensation
- Cushman & Wakefield Of California — Schedule C compensation
- Sandco Services Inc. — Schedule C compensation
- Marsh & Mclennan Companies, Inc. — Schedule C compensation