Pension Fund

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Arizona Sheet Metal Pension Trust Fund

The Arizona Sheet Metal Pension Trust Fund operates as a benefit plan for sheet metal workers in Arizona. It forms part of a larger set of health and pension...

Arizona Sheet Metal Pension Trust Fund logo

Arizona Sheet Metal Pension Trust Fund

The Arizona Sheet Metal Pension Trust Fund operates as a benefit plan for sheet metal workers in Arizona. It forms part of a larger set of health and pension arrangements covering Southern California, Arizona, and Nevada. Commitments include positions in the Washington Capital Joint Master Trust Real Estate Equity Fund, AQR Capital Management, Audax Private Debt, and PanAgora Asset Management. The fund receives contributions from employers such as ABM Industries Incorporated. The Sheet Metal Benefit Plans Administrative Corporation handles day-to-day administration for the Arizona plan alongside its regional counterparts. No recent operational events from the last 24 months appear in available records. Governance ties the fund directly to the International Association of Sheet Metal, Air, Rail and Transportation Workers union, which represents plan participants.

Website
smbpac.org
LinkedIn
smbpac.org

General information

Firm type

Pension Fund

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

Phoenix, Arizona, United States

Principals

James Dinan

Plan Sponsor

Vern Shaffer

Executive Director

Frequently asked questions

Who runs investment decisions at Arizona Sheet Metal Pension Trust Fund?

James Dinan serves as Plan Sponsor. Vern Shaffer holds the role of Executive Director at the Sheet Metal Benefit Plans Administrative Corporation, which manages the plan.

Does Arizona Sheet Metal Pension Trust Fund participate in fund commitments or only direct deals?

The fund maintains commitments to external managers including AQR Capital Management, Audax Private Debt, and PanAgora Asset Management.

Where does the underlying wealth come from?

Contributions arrive from employers in the sheet metal industry, with ABM Industries Incorporated noted as a significant contributor.

How is Arizona Sheet Metal Pension Trust Fund related to Sheet Metal Workers' Health and Pension Plans of Southern California, Arizona & Nevada?

The Arizona plan shares administrative services through the Sheet Metal Benefit Plans Administrative Corporation with the broader regional group.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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