2023 Form 5500 filing — Sheet Metal Workers Local 7, Zone 2 Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920091507NAL0004290467001) for Sheet Metal Workers Local 7, Zone 2 Pension Plan, reported by Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension under EIN 38-1616942 and plan number 001. It reports 771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920091507NAL0004290467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension
- EIN
- 38-1616942
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,797,901
- Total liabilities (EOY)
- $790,222
- Net assets (EOY)
- $107,007,679
- Employer contributions
- $4,693,008
- Total income / additions
- $19,464,574
- Benefits paid
- $5,329,635
- Administrative expenses
- $569,360
- Total expenses
- $5,898,995
- Net increase / (decrease)
- $13,565,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zacks Capital Management | NONE | $131,711 | $0 |
| Munder Capital Management | NONE | $111,963 | $0 |
| Watkins Ross & Company | NONE | $89,697 | not reported in the loaded dataset |
| Delta Capital Management, LLC | NONE | $32,041 | not reported in the loaded dataset |
| Varnum Attorney At Law | NONE | $29,779 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $26,106 | not reported in the loaded dataset |
| Standard Valuation | NONE | $26,000 | not reported in the loaded dataset |
| Comerica Bank | NONE | $24,093 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $20,600 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $17,855 | not reported in the loaded dataset |
| Key Bank National Association | NONE | $8,037 | not reported in the loaded dataset |