Sheet Metal Workers 73 Pension Fund pension plans

Sheet Metal Workers 73 Pension Fund, Hillside, IL. EIN 51-6126221. Annual reports 2009–2024.

Sheet Metal Workers 73 Pension Fund has one active retirement plan on file, the Sheet Metal Workers' Local 73 Pension Fund, with 5,310 participants and $784 million in assets in 2024. Legacy Professionals LLP has been its administrator since 2023.

Active plans: 1
Participants: 5,310
Plan assets: $784 million
Administered by: Legacy Professionals LLP
Plans on file: 1
Industry: Construction

The plan

Sheet Metal Workers' Local 73 Pension Fund

Pension (defined benefit)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 51-6126221
Participants (2024): 5,310
Net assets (2024): $784 million
Administered by: Legacy Professionals LLPEarlier: Ntiva. (2022), Bridgeway Benefit Technology (2021), Basys (2018–2020), Bicc Systems (2017)
Plan administrator: Sheet Metal Workers 73 Pension Fund
4530 Roosevelt Road
Hillside, IL 60162
(708) 449-7373As filed for 2024
In effect since: November 1, 1953

Earlier plan names: Sheet Metal Workers Local 73 Pension Fund.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,310	$784 million	Legacy Professionals LLP
2023	5,394	$716 million	Legacy Professionals LLP
2022	5,330	$651 million	Ntiva.
2021	5,455	$623 million	Bridgeway Benefit Technology
2020	5,634	$709 million	Basys
2019	5,837	$578 million	Basys
2018	5,684	$570 million	Basys
2017	5,674	$556 million	Bicc Systems
2016	5,677	$515 million	not listed
2015	5,716	$464 million	not listed
2014	5,723	$481 million	not listed
2013	5,803	$471 million	not listed
2012	5,775	$414 million	not listed
2011	5,929	$381 million	not listed
2010	6,031	$384 million	not listed
2009	6,153	$330 million	not listed

If you had money in one of these plans

Call Legacy Professionals LLP, which runs the Sheet Metal Workers' Local 73 Pension Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((708) 449-7373). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Sheet Metal Workers' Local 73 Pension Fund

If you had money in one of these plans

What these numbers are

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