2023 Form 5500 filing — Sheet Metal 7 Zone 3 Pension Fund
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 20250210152016NAL0009217891001) for Sheet Metal 7 Zone 3 Pension Fund, reported by Sheet Metal 7 Zone 3 Pension Fund under EIN 38-6237161 and plan number 001. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210152016NAL0009217891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal 7 Zone 3 Pension Fund
- EIN
- 38-6237161
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,374,835
- Total liabilities (EOY)
- $209,534
- Net assets (EOY)
- $62,165,301
- Employer contributions
- $4,320,471
- Total income / additions
- $8,719,089
- Benefits paid
- $6,098,735
- Administrative expenses
- $456,735
- Total expenses
- $6,555,470
- Net increase / (decrease)
- $2,163,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $118,937 | not reported in the loaded dataset |
| Benesys Inc. | PLAN TPA | $56,859 | not reported in the loaded dataset |
| Chevy Chase | INVESTMENT CUSTODIAN | $54,480 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | PLAN ACTUARY | $48,842 | not reported in the loaded dataset |
| Great Lakes Smd | INVESTMENT MANAGER | $30,794 | not reported in the loaded dataset |
| Bmo Harris | INVESTMENT CUSTODIAN | $19,315 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | PLAN LEGAL COUNCIL | $17,260 | not reported in the loaded dataset |
| Delaware | INVESTMENT MGR | $14,324 | not reported in the loaded dataset |
| Wrubel Wesley & Co C.P.A.'S | PLAN AUDITOR | $13,750 | not reported in the loaded dataset |
| Aristotle | INVESTMENT MGR | $12,770 | not reported in the loaded dataset |
| Western | INVESTMENT MGR | $11,942 | not reported in the loaded dataset |
| Sage | INVESTMENT MGR | $8,070 | not reported in the loaded dataset |