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Original filing (PDF)20250414103335NAL0000713235001
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS' LOCAL 73 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed30 service providers
Active participants
1,914
Accounts w/ balance
—
Plan assets (EOY)
$717.6M
Net assets (EOY)
$715.6M
How this plan invests
This plan
9 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)
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
- 37 bps in Schedule C fees — 509% above peer band of 6 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 OF THE SHEET METAL WORKERS 73 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUND
EIN
51-6126221
Address
4530 ROOSEVELT ROAD · HILLSIDE, IL · 60162
Phone
(708) 449-7373
Industry
Constructionsee 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
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
30 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRICK LUDVIGSEN | 51-6126221 | — | PLAN ADMINISTRATOR | $119K | — |
Other
29| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $351K | — |
| J.P. MORGAN INVESTMENT MGMNT | — | NEW YORK, NY | NONE | $205K | — |
| STATE STREET GLOBAL ADV. TRUST CO. | 81-4017137 | — | NONE | $193K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $180K | — |
| MARQUETTE ASSOCIATES INC. | 36-3485298 | — | NONE | $165K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $163K | — |
| THE SEGAL COMPANY, INC. | 13-1975125 | — | NONE | $156K | — |
| ACADIAN ASSET MANAGEMENT LLC | 04-2929221 | — | NONE | $138K | — |
| PATRICIA ZIEGLER | 51-6126221 | — | EMPLOYEE | $111K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $91K | — |
| JAMES FEINBERG | 51-6126221 | — | EMPLOYEE | $82K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $78K | — |
| BRIDGEWAY BENEFIT TECHNOLOGY | 52-1796473 | — | NONE | $73K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $58K | — |
| CATHY SLATER | 51-6126221 | — | EMPLOYEE | $56K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $54K | — |
| BMO HARRIS | 36-2085229 | — | NONE | $51K | — |
| NEUBERGER BERMAN INVESTMENT ADVISOR | — | NEW YORK, NY | NONE | $46K | — |
| GREGORIO, STEC, KLEIN & HOSE | 36-4028033 | — | NONE | $45K | — |
| ZELIS PAYMENT HOLDINGS | 84-3069529 | — | NONE | $39K | — |
| RITA GORMAN | 51-6126221 | — | EMPLOYEE | $36K | — |
| BNY MELLON | 25-6078093 | — | NONE | $33K | — |
| MAGGIE NAVA | 51-6126221 | — | EMPLOYEE | $29K | — |
| BOND BROTHERS | 36-2433269 | — | NONE | $29K | — |
| NTIVA. INC. | 20-2106015 | — | NONE | $14K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $9K | — |
| EXECUTIVE MEDICAL SERVICES OF CHICA | 20-5607235 | — | NONE | $8K | — |
| RICHARD J. WOLF & COMPANY | 36-3182363 | — | NONE | $6K | — |
| DATAMATION IMAGING | 36-4303011 | — | NONE | $5K | — |
Investments
9 pooled funds· $521.5M(73% 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.
Common Collective Trust
$501.4M
8 holdings
103-12 Investment Entity
$20.1M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM AFL-CIO SL BROAD MKT STK INDX BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 357 | Common Collective Trust | $295.8M | 41.2% |
| LOOMIS SAYLES CORE PL FIXED INCOME LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | $81.5M | 11.4% |
| BNYM DB SL ACWI EX-US FUND BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 193 | Common Collective Trust | $50.3M | 7.0% |
| COMMINGLED PENSION TR FUND (SSP) JPMORGAN CHASE BANK, N.A. · EIN 13-3980309 / PN 001 | Common Collective Trust | $21.3M | 3.0% |
| ACADIAN INTERNATIONAL SMALL-CAP FUN ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 001 | 103-12 Investment Entity | $20.1M | 2.8% |
| EMERGING MKTS SMALL CAP NL QIB CTF STATE STREET GLOBAL ADVISORS TRUST CO. · EIN 26-6149812 / PN 001 | Common Collective Trust | $20.0M | 2.8% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $17.1M | 2.4% |
| NT COLL QUAL SM CAP CORE US FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 076 | Common Collective Trust | $10.4M | 1.4% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | $5.2M | 0.7% |