Original filing (PDF)20251013134836NAL0001362161001

BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan

Name: BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan — Form 5500 Plan 001 (2024)
Creator: BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwest Sheet Metal Workers SUPP Pension Plan

401(k) retirement plan · BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan's Northwest Sheet Metal Workers SUPP Pension Plan held $358.9M in plan assets for 7,556 participants in 2024.

Signals · 2

Late participant contributions7 service providers

Active participants

7,556

Accounts w/ balance

10,579

Plan assets (EOY)

$358.9M

Net assets (EOY)

$358.7M

People on this filing

Devin Leingang signed BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan's 2024 Form 5500 as plan administrator.

Devin Leingang — Plan Administrator — Form 5500 signer
Robert Carlton — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan's EIN is 91-1702340.

EIN 91-1702340

Plan number 001

Plan year 2024

ACK ID 20251013134836NAL0001362161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BD of Trustees, Northwest Sheet Metal Workers SUPP Pension Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN.

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 93K (1% of contributions).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLAN

EIN

all filings

Address

5331 S MACADAM AVE STE 258 · PORTLAND, OR · 97239

Phone

(503) 224-0048

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
RELIANT CONSULTING & RESEARCH	75-2971473	—	NONE	$47K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE STANDARD	93-1070838	—	NONE

Investments

26 direct securities · 1 pooled fund· $355.1M(99% 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.

Mutual Funds

$208.7M

23 holdings

Common Collective Trusts

$110.0M

2 holdings

Common Collective Trust

$32.7M

1 holding

Bonds / Notes

$3.7M

1 holding

					% of plan
Vanguard Group Vanguard Inst Index Fund I	Common Collective Trusts	—	—	$84.9M	23.6%
MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$32.7M	9.1%
Vanguard Group Vanguard Value Index I	Mutual Funds	—	—	$27.1M	7.5%
Vanguard Group Vanguard Growth Index Fund Adm	Common Collective Trusts	—	—	$25.1M	7.0%
Vanguard Group Vanguard Wellesley Income Fund Adm	Mutual Funds	—	—	$21.1M	5.9%
Vanguard Group Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$19.1M	5.3%
Vanguard Group Dodge & Cox Income	Mutual Funds	—	—	$16.1M	4.5%
Vanguard Group American Funds EuroPacific Growth R6	Mutual Funds	—	—	$13.8M	3.8%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2045 INSTL	Mutual Funds	—	—	$11.1M	3.1%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2040 INSTL	Mutual Funds	—	—	$10.9M	3.0%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2050 INSTL	Mutual Funds	—	—	$10.3M	2.9%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2030 INSTL	Mutual Funds	—	—	$9.9M	2.8%
Vanguard Group Vanguard Specialized FD Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$9.0M	2.5%
Vanguard Group Vanguard Balanced Index Instl	Mutual Funds	—	—	$9.0M	2.5%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2035 INSTL	Mutual Funds	—	—	$8.5M	2.4%
Vanguard Group Vanguard Mid Cap Growth Index Admiral	Mutual Funds	—	—	$7.6M	2.1%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2055 INSTL	Mutual Funds	—	—	$7.1M	2.0%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2025 INSTL	Mutual Funds	—	—	$6.5M	1.8%
Vanguard Group Vanguard Mid Cap Value Index Admiral	Mutual Funds	—	—	$5.2M	1.5%
Vanguard Group Vanguard Total Bond Market Index	Mutual Funds	—	—	$5.1M	1.4%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2060 FUND INSTL SHARES	Mutual Funds	—	—	$4.6M	1.3%
3.25 - 9.5% Interest Rate	Bonds / Notes	—	—	$3.7M	1.0%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2020 INSTL	Mutual Funds	—	—	$1.8M	0.5%
Vanguard Group VANGUARD INSTL TRGT RETIRE 2065 FD INSTITUTIONAL	Mutual Funds	—	—	$1.8M	0.5%
Vanguard Group VANGUARD INSTL TRGT RETIRE INC INSTL	Mutual Funds	—	—	$1.4M	0.4%
Vanguard Group American Funds New World Fund R6	Mutual Funds	—	—	$1.1M	0.3%
Vanguard Group Loomis Sayles Bond Instl	Mutual Funds	—	—	$607K	0.2%