Sheet Metal Workers Local 7, Zone 1 Pension Plan — Form 5500 plan (Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities)
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 Pension Plan is a benefit plan reported by Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities under EIN 38-6234066 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,011 participants and $147,665,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities
- EIN
- 38-6234066
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,011
- End-of-year plan assets
- $147,665,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,011 | H, C | 20260306091909NAL0004904753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,665,158
- Net assets (EOY)
- $147,665,158
- Net assets (BOY)
- $114,011,971
Income & contributions
- Employer contributions
- $12,386,089
- Total contributions
- $12,386,089
- Total income / additions
- $37,740,879
Expenses & distributions
- Benefits paid
- $3,662,085
- Administrative expenses
- $425,607
- Total expenses
- $4,087,692
- Net increase / (decrease)
- $33,653,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshfield Associates | INVESTMENT MANAGER | $155,170 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | INVESTMENT MANAGER | $152,014 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $124,168 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | CONTRACT ADMINISTRATOR | $122,193 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | FINANCIAL ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Frank D Mcalpine, Pllc | LEGAL | $32,295 | not reported in the loaded dataset | 2023 |
| Macqueen Insurance Group | INSURANCE AGENT | $25,005 | not reported in the loaded dataset | 2023 |
| Maner Costerisan, P.C. | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
| Comerica Bank | CUSTODIAN | $16,501 | $0 | 2023 |
| Stefansky Holloway & Nichols | PAYROLL AUDITOR | $10,468 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Marshfield Associates — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Frank D Mcalpine, Pllc — Schedule C compensation
- Macqueen Insurance Group — Schedule C compensation
- Maner Costerisan, P.C. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Stefansky Holloway & Nichols — Schedule C compensation