Sheet Metal Workers Local No. 292 Health Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local No. 292 Health 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 No. 292 Health Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund under EIN 38-1433000 and plan number 501. The latest loaded filing year is 2023. The filing reports 712 participants and $16,601,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund
- EIN
- 38-1433000
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $16,601,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20250115083009NAL0012575907003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,601,126
- Total liabilities (EOY)
- $3,063,734
- Net assets (EOY)
- $13,537,392
- Net assets (BOY)
- $12,428,271
Income & contributions
- Employer contributions
- $9,042,511
- Participant contributions
- $622,985
- Total contributions
- $9,665,496
- Total income / additions
- $10,730,182
Expenses & distributions
- Benefits paid
- $9,210,918
- Administrative expenses
- $410,143
- Total expenses
- $9,621,061
- Net increase / (decrease)
- $1,109,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $226,910 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $74,795 | $0 | 2023 |
| Watkins, Pawlick, Calati & Prifti | SEE ATTACHED | $18,588 | not reported in the loaded dataset | 2023 |
| American Graphics Printing | NONE | $17,623 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company P.C. | SEE ATTACHED | $16,000 | not reported in the loaded dataset | 2023 |
| Ulliance, Inc. | NONE | $10,611 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $8,170 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Lord Abbott | NONE | $0 | $0 | 2023 |
| Martin Currie Investment | NONE | $0 | $0 | 2023 |
| Sage | NONE | $0 | $0 | 2023 |
| Aristotle | NONE | $0 | $0 | 2023 |
| Bahlor & Gainor | NONE | $0 | $0 | 2023 |
| Federated Hermes Funds | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Kayne Anderson | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Watkins, Pawlick, Calati & Prifti — Schedule C compensation
- American Graphics Printing — Schedule C compensation
- Benda, Grace, Stulz & Company P.C. — Schedule C compensation
- Ulliance, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Lord Abbott — Schedule C compensation
- Martin Currie Investment — Schedule C compensation
- Sage — Schedule C compensation
- Aristotle — Schedule C compensation
- Bahlor & Gainor — Schedule C compensation
- Federated Hermes Funds — Schedule C compensation
- John Hancock — Schedule C compensation
- Kayne Anderson — Schedule C compensation