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Original filing (PDF)20250814090302NAL0008955331001
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLAN
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 112 PENSION PLAN
Defined-benefit pension plan
Signals · 3
~90 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
236
Accounts w/ balance
—
Plan assets (EOY)
$40.8M
Net assets (EOY)
$40.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 212% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLAN
EIN
16-6052226
Address
PO BOX 1146 · ELMIRA, NY · 14902
Phone
(607) 733-9621
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MENGEL METZGER BARR & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | INVESTMENT ADVISOR | $262K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | 16-1092347 | — | AUDITOR | $22K | — |
| JUDITH J GUSH | 47-2595681 | — | OUTSIDE ACCOUNTANT | — | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSULLIVAN ASSOCIATES | 22-1837827 | — | ACTUARY | $28K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL 112 | 16-0578131 | — | ADMINISTRATION | $27K | — |
| SMW LOCAL 112 WELFARE FUND | 16-6052225 | — | UNION BENEFIT FUND | $21K | — |
| CHEMUNG CANAL TRUST COMPANY | 16-0380815 | — | PROCESS PENSION CHECKS | $8K | — |
| LORD ABBETT FUNDS | 13-3731507 | — | INVESTMENT PROVIDER | — | — |
| DOUBLELINE FUNDS TRUST | 39-1982827 | — | INVESTMENT PROVIDER | — | — |
| AMERICAN BEACON FUNDS | 75-2401150 | — | INVESTMENT PROVIDER | — | — |
| KKR FUNDS | — | — | INVESTMENT PROVIDER | — | — |
| BNY MELLON FUNDS | 04-3106135 | — | INVESTMENT PROVIDER | — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.