Sheet Metal Workers Local 7,Zone 1 Health & Welfare Plan — Form 5500 plan (Sheet Metal Workers,Local 7,Zone 1 Health & Welfare 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 7,Zone 1 Health & Welfare Plan is a benefit plan reported by Sheet Metal Workers,Local 7,Zone 1 Health & Welfare Fund under EIN 38-6099712 and plan number 501. The latest loaded filing year is 2023. The filing reports 842 participants and $7,745,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers,Local 7,Zone 1 Health & Welfare Fund
- EIN
- 38-6099712
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 842
- End-of-year plan assets
- $7,745,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 842 | H, C | 20250519105849NAL0000712899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,745,104
- Net assets (EOY)
- $7,745,104
- Net assets (BOY)
- $6,700,606
Income & contributions
- Employer contributions
- $9,271,980
- Participant contributions
- $359,062
- Total contributions
- $9,631,042
- Total income / additions
- $10,014,809
Expenses & distributions
- Benefits paid
- $8,311,071
- Administrative expenses
- $659,240
- Total expenses
- $8,970,311
- Net increase / (decrease)
- $1,044,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | CONTRACT ADMINISTRATOR | $110,358 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $23,003 | not reported in the loaded dataset | 2023 |
| Maner Costerisan, P.C. | AUDITOR | $21,215 | not reported in the loaded dataset | 2023 |
| Frank D Mcalpine, Esq. | ATTORNEY | $13,827 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols Inc | ACCOUNTING | $11,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers,Local 7,Zone 1 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys — Schedule C compensation
- The Segal Company — Schedule C compensation
- Maner Costerisan, P.C. — Schedule C compensation
- Frank D Mcalpine, Esq. — Schedule C compensation
- Stefansky, Holloway & Nichols Inc — Schedule C compensation