Back to filter
Original filing (PDF)20250414102411NAL0000720819002
TRUSTEES OF THE LOCAL 202 SHEET METAL WORKERS PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 202 SHEET METAL WORKERS PENSION FUND
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
1 collective trust
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)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — 146% above peer band of 29 bps.
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 TRUSTEES OF THE LOCAL 202 SHEET METAL WORKERS PENSION FUND.
Plan sponsor
Name
TRUSTEES OF THE LOCAL 202 SHEET METAL WORKERS PENSION FUND
EIN
43-0435782
Address
P.O. BOX 12260 · ST. LOUIS, MO · 631570260
Phone
(314) 535-4803
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON BENEFITS | 43-1242589 | — | NONE | $58K | — |
| LOCAL SHEET METAL WORKERS | 43-1943294 | — | MEMBER PLAN COVERAGE | $39K | — |
| U.S. BANK | 41-6271370 | — | NONE | $16K | — |
| KERBER, ECK & BRAECKEL LLP | 43-0352985 | — | NONE | $12K | — |
| SCHUCHAT COOK & WERNER | 43-0763010 | — | NONE | $6K | — |
Investments
1 pooled fund· $2.1M(11% 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 |
|---|---|---|---|
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NA · EIN 52-6328901 / PN 001 | Common Collective Trust | $2.1M | 11.3% |