2023 Form 5500 filing — Sheet Metal Workers Local 7,Zone 1 Health & Welfare 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 20250519105849NAL0000712899001) for Sheet Metal Workers Local 7,Zone 1 Health & Welfare Plan, reported by Sheet Metal Workers,Local 7,Zone 1 Health & Welfare Fund under EIN 38-6099712 and plan number 501. It reports 842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250519105849NAL0000712899001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers,Local 7,Zone 1 Health & Welfare Fund
- EIN
- 38-6099712
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,745,104
- Net assets (EOY)
- $7,745,104
- Employer contributions
- $9,271,980
- Participant contributions
- $359,062
- Total income / additions
- $10,014,809
- Benefits paid
- $8,311,071
- Administrative expenses
- $659,240
- Total expenses
- $8,970,311
- Net increase / (decrease)
- $1,044,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | CONTRACT ADMINISTRATOR | $110,358 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $23,003 | not reported in the loaded dataset |
| Maner Costerisan, P.C. | AUDITOR | $21,215 | not reported in the loaded dataset |
| Frank D Mcalpine, Esq. | ATTORNEY | $13,827 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols Inc | ACCOUNTING | $11,155 | not reported in the loaded dataset |