2023 Form 5500 filing — Sheet Metal Workers Local Union No. 80 Insurance Trust 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 20250317170007NAL0002884912001) for Sheet Metal Workers Local Union No. 80 Insurance Trust Fund, reported by Sheet Metal Workers Local No. 80 Insurance Trust Fund under EIN 23-7165969 and plan number 502. It reports 1,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317170007NAL0002884912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 80 Insurance Trust Fund
- EIN
- 23-7165969
- Plan number
- 502
- Location
- Troy, MI
- Participants
- 1,960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,161,207
- Total liabilities (EOY)
- $14,690,655
- Net assets (EOY)
- $15,470,552
- Employer contributions
- $22,522,308
- Participant contributions
- $1,797,521
- Total income / additions
- $28,574,047
- Benefits paid
- $24,528,349
- Administrative expenses
- $1,524,027
- Total expenses
- $26,052,376
- Net increase / (decrease)
- $2,521,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $541,285 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | NONE | $526,089 | $0 |
| Morgan Stanley Smith Barney, LLC | NONE | $104,549 | $0 |
| Delta Dental Of Michigan | NONE | $89,249 | not reported in the loaded dataset |
| Watkins Pawlick Calati Prifti Pc | NONE | $71,056 | not reported in the loaded dataset |
| Stefansky Holloway Nichols | NONE | $64,322 | not reported in the loaded dataset |
| American Graphics Printing Company | NONE | $43,988 | not reported in the loaded dataset |
| Pnc Financial Services Group | NONE | $37,839 | not reported in the loaded dataset |
| Ulinace, Inc | NONE | $34,929 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $24,136 | not reported in the loaded dataset |
| Salus Group | NONE | $18,000 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $14,802 | not reported in the loaded dataset |
| Legg Mason & Company, LLC | NONE | $13,079 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $7,916 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $0 | $0 |
| Earnest Partners | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Aristotle Funds | NONE | $0 | $0 |
| Clearbridge Investments | NONE | $0 | $0 |
| Pioneer Asset Management | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |