Original filing (PDF)20260225140754NAL0002229571001

TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND

Name: TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND — SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND, Form 5500 (2024)
Creator: TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND

Form 5500

FILING_RECEIVED

SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

297

Accounts w/ balance

—

Plan assets (EOY)

$36.0M

Net assets (EOY)

$35.8M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND.

Plan sponsor

Name

TRUSTEES OF SHEET METAL WORKERS LOCAL #20 SOUTH BEND AREA PENSION FUND

EIN

35-6054275

Address

2605 SOUTH MAIN STREET · SOUTH BEND, IN · 46614

Phone

(219) 288-7175

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-25

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHEIRON	13-4215617	—	NONE	$50K	—
SEGAL SELECT INSURANCE SERVICES INC	46-0619194	—	NONE	$26K	—
LEDBETTER PARTNERS LLC	03-0599899	—	NONE	$23K	—
HEALTHSCOPE BENEFITS	71-0847266	—	NONE	$23K	—
MARINER	59-3676225	—	NONE	$20K	—
RMB CAPITAL MANAGEMENT, LLC	—	MILWAUKEE, WI

Investments

2 pooled funds· $5.6M(16% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
LYRICAL ASSET MANAGEMENT MASTER COL SEI TRUST COMPANY · EIN 99-2822613 / PN 186	Common Collective Trust	$5.0M	13.9%
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$600K	1.7%

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