Flint Area Sheet Metal Workers Local 7-4 Health Care Fund — Form 5500 plan (Flint Area Sheet Metal Workers 7-4 Health Care 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, Flint Area Sheet Metal Workers Local 7-4 Health Care Fund is a benefit plan reported by Flint Area Sheet Metal Workers 7-4 Health Care Fund under EIN 38-3377279 and plan number 501. The latest loaded filing year is 2023. The filing reports 307 participants and $5,471,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flint Area Sheet Metal Workers 7-4 Health Care Fund
- EIN
- 38-3377279
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $5,471,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015170010NAL0016925987011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,471,330
- Total liabilities (EOY)
- $4,429,692
- Net assets (EOY)
- $1,041,638
- Net assets (BOY)
- $924,579
Income & contributions
- Employer contributions
- $3,230,138
- Participant contributions
- $489,610
- Total contributions
- $3,719,748
- Total income / additions
- $3,830,355
Expenses & distributions
- Benefits paid
- $3,210,569
- Administrative expenses
- $502,727
- Total expenses
- $3,713,296
- Net increase / (decrease)
- $117,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $255,880 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $106,114 | not reported in the loaded dataset | 2023 |
| Salus Group | NONE | $48,996 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $25,673 | not reported in the loaded dataset | 2023 |
| Benda Grace Stulz & Co Pc | NONE | $15,300 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $6,641 | not reported in the loaded dataset | 2023 |
| Stefansky, Halloway & Nichols | NONE | $5,947 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flint Area Sheet Metal Workers 7-4 Health Care Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Salus Group — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Benda Grace Stulz & Co Pc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- American Graphics — Schedule C compensation
- Stefansky, Halloway & Nichols — Schedule C compensation