2023 Form 5500 filing — Sheet Metal Worker 7 Zone 3 Welfare
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 20250213105642NAL0012468595001) for Sheet Metal Worker 7 Zone 3 Welfare, reported by Sheet Metal Worker 7 Zone 3 Welfare under EIN 38-1449784 and plan number 501. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213105642NAL0012468595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Worker 7 Zone 3 Welfare
- EIN
- 38-1449784
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,060,823
- Total liabilities (EOY)
- $505,800
- Net assets (EOY)
- $1,555,023
- Employer contributions
- $3,654,043
- Participant contributions
- $643,223
- Total income / additions
- $4,922,299
- Benefits paid
- $4,546,392
- Administrative expenses
- $253,744
- Total expenses
- $4,800,136
- Net increase / (decrease)
- $122,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | MEDICAL CLAIMS PROCESSOR | $249,159 | $56 |
| Benesys Inc | PLAN TPA | $81,634 | not reported in the loaded dataset |
| The Salus Group | MEDICAL BENEFIT CONSULTAN | $47,500 | not reported in the loaded dataset |
| Pnc Bank | PLAN BANK | $30,945 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | PLAN LEGALCOUNCIL | $27,407 | not reported in the loaded dataset |
| Health Care Advocate | CLAIMS REVIEW | $10,468 | not reported in the loaded dataset |
| Wrubel Wesley And Company C.P.A.'S | PLAN AUDITOR | $10,100 | not reported in the loaded dataset |
| American Graphics Printing | NONE | $7,401 | not reported in the loaded dataset |
| Cuni Rust And Strenk | PLAN ACTUARY | $6,500 | not reported in the loaded dataset |
| Ulliance | NONE | $6,173 | not reported in the loaded dataset |
| Fr Secure LLC | NONE | $5,430 | not reported in the loaded dataset |