Sheet Metal Workers Local Union No. 80 Insurance Trust Fund — Form 5500 plan (Sheet Metal Workers Local No. 80 Insurance Trust Fund)
Plain-English plan 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, Sheet Metal Workers Local Union No. 80 Insurance Trust Fund is a benefit plan reported by Sheet Metal Workers Local No. 80 Insurance Trust Fund under EIN 23-7165969 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,960 participants and $30,161,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No. 80 Insurance Trust Fund
- EIN
- 23-7165969
- Plan number
- 502
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,960
- End-of-year plan assets
- $30,161,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,960 | H, C | 20250317170007NAL0002884912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,161,207
- Total liabilities (EOY)
- $14,690,655
- Net assets (EOY)
- $15,470,552
- Net assets (BOY)
- $12,948,881
Income & contributions
- Employer contributions
- $22,522,308
- Participant contributions
- $1,797,521
- Total contributions
- $24,319,829
- Total income / additions
- $28,574,047
Expenses & distributions
- Benefits paid
- $24,528,349
- Administrative expenses
- $1,524,027
- Total expenses
- $26,052,376
- Net increase / (decrease)
- $2,521,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $541,285 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Michigan | NONE | $526,089 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $104,549 | $0 | 2023 |
| Delta Dental Of Michigan | NONE | $89,249 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati Prifti Pc | NONE | $71,056 | not reported in the loaded dataset | 2023 |
| Stefansky Holloway Nichols | NONE | $64,322 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Company | NONE | $43,988 | not reported in the loaded dataset | 2023 |
| Pnc Financial Services Group | NONE | $37,839 | not reported in the loaded dataset | 2023 |
| Ulinace, Inc | NONE | $34,929 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $24,136 | not reported in the loaded dataset | 2023 |
| Salus Group | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $14,802 | not reported in the loaded dataset | 2023 |
| Legg Mason & Company, LLC | NONE | $13,079 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $7,916 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $0 | $0 | 2023 |
| Earnest Partners | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Aristotle Funds | NONE | $0 | $0 | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Pioneer Asset Management | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No. 80 Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Watkins Pawlick Calati Prifti Pc — Schedule C compensation
- Stefansky Holloway Nichols — Schedule C compensation
- American Graphics Printing Company — Schedule C compensation
- Pnc Financial Services Group — Schedule C compensation
- Ulinace, Inc — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Salus Group — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Legg Mason & Company, LLC — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Aristotle Funds — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Pioneer Asset Management — Schedule C compensation
- Cohen & Steers — Schedule C compensation