Back to filter
Original filing (PDF)20250814124938NAL0022098770001
UTAH SHEET METAL PENSION TRUST
Form 5500
FILING_RECEIVED
UTAH SHEET METAL PENSION TRUST
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
855
Accounts w/ balance
—
Plan assets (EOY)
$249.4M
Net assets (EOY)
$249.1M
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)
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
- 72 bps in Schedule C fees — 615% above peer band of 10 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 UTAH SHEET METAL PENSION TRUST.
Plan sponsor
Name
UTAH SHEET METAL PENSION TRUST
EIN
87-6156446
Address
5223 S ASCENSION WAY STE 200 · MURRAY, UT · 841232995
Phone
(801) 266-3271
Industry
Finance & Insurancesee 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
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BOSTON COMPANY ASSET MGMT, LLC | 04-3404987 | BOSTON, MA | NONE OTHER THAN CONTRACT | $426K | — |
| EQUITY INVESTMENT COMPANY | — | ATLANTA, GA | NONE OTHER THAN CONTRACT | $356K | — |
| WELLS FARGO ADVISORS, LLC | 34-1542819 | SALT LAKE CITY, UT | NONE OTHER THAN CONTRACT | $256K | — |
| ALTA CAPITAL MANAGEMENT | 77-0650218 | SALT LAKE CITY, UT | NONE OTHER THAN CONTRACT | $255K | — |
| AGINCOURT | 54-1947440 | RICHMOND, VA | NONE OTHER THAN CONTRACT | $137K | — |
| THE SEGAL COMPANY | 94-1503999 | TEMPE, AZ | NONE OTHER THAN CONTRACT | $120K | — |
| US BANK | 31-0841368 | SALT LAKE CITY, UT | NONE OTHER THAN CONTRACT | $86K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $58K | — |
| SPENCER FANE LLP | — | DENVER, CO | NONE OTHER THAN CONTRACT | $31K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | NEW YORK, NY | NONE OTHER THAN CONTRACT | $26K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $20K | — |
| LETTERSTEAM | — | SCOTSDALE, AZ | NONE OTHER THAN CONTRACT | $6K | — |
| KENNETH GRIMES, PC | 90-0188484 | — | NONE OTHER THAN CONTRACT | $6K | — |
Investments
2 pooled funds· $54.0M(22% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PE INTL CORE EQUITY FUND II THE BOSTON COMPANY ASSET MANAGEMENT · EIN 05-0593971 / PN 001 | Common Collective Trust | $30.9M | 12.4% |
| PE US SM CAP OPPORTUNISTIC VALUE EQ THE BOSTON COMPANY ASSET MANAGEMENT · EIN 04-3378940 / PN 001 | Common Collective Trust | $23.1M | 9.3% |