Sheet Metal Workers Pension Trust's EIN is 51-6115939.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Pension Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN INC. | 23-2588479 | — | NONE | $48K | — |
| Provider | Nondisclosure info |
|---|---|
| US BANK | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| COMERICA BANK | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| INVESCO PRIVATE CAPITAL, INC. | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| MC CREDIT PARTNERS, LP | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| PARTNERS GROUP (USA), INC. | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| PA CAPITAL, LLC | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| WHITE OAK GLOBAL ADVISORS, LLC | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| APOGEM CAPITAL | SERVICE PROVIDER FAILED TO RPOVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| HAMILTON LANE ADVISORS, LLC | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| GLOBAL TRUST COMPANY | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| POMONA INVESTMENT FUND | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| CORBIN CAPITAL PARTNERS LP |
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.
| % of plan | |||
|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | $279.7M | 17.5% |
| WASHINGTON CAPITAL JOINT MASTER TRU WASHINGTON CAPITAL MANAGEMENT INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $86.0M | 5.4% |
| LEGAL & GENERAL S&P 600 CIT FUND RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 009 | Common Collective Trust | $52.3M | 3.3% |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | $45.5M | 2.8% |
| VICTORY TRIVALENT INTERNATIONAL SMA GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 006 | Common Collective Trust | $32.4M | 2.0% |
| LEGAL & GENERAL S&P 400 CIT FUND RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 004 | Common Collective Trust | $21.6M | 1.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $853K | — |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 95-4861680 | — | NONE | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $1.6M | — |
| GRAYSTONE CONSULTING | 20-8764829 | — | NONE | $769K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $453K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $367K | — |
| NORTHWEST PLAN SERVICES | 94-2090931 | — | NONE | $277K | — |
| SALTZMAN & JOHNSON LAW CORPORATION | 94-2376174 | — | NONE | $273K | — |
| US BANK | 31-0841368 | — | NONE | $243K | — |
| CHARTWELL INVESTMENT PARTNERS, LLC | 36-4776242 | — | NONE | $230K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $193K | — |
| COMERICA BANK | 38-2028794 | — | NONE | $191K | — |
| SAGE ADVISORY | 74-2798841 | — | NONE | $176K | — |
| TRUCKER HUSS, APC | 94-3216063 | — | NONE | $151K | — |
| SLEVIN & HART, PC | 13-1819138 | — | NONE | $116K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $74K | — |
| KRAW LAW GROUP | 32-0465891 | — | NONE | $48K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $39K | — |
| J.P. MORGAN CHASE & CO | 13-2624428 | — | NONE | $23K | — |
| CK OPPORTUNITIES GP LLC | 85-3008088 | — | NONE | $0 | — |
| MARSH & MCLENNAN AGENCY LLC | 36-1436000 | — | NONE | $0 | — |
| SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| BLACKSTONE CREDIT BDC ADVISORS LLC | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| GOLDMAN SACHS ASSET MANGEMENT, LP | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| CAPITAL RESEARCH AND MANAGEMENT COM | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| DOVER VIII ASSOCIATES, LP | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
