Z & M Sheet Metal, Inc. Group Medical Plan — Form 5500 plan (Z & M Sheet Metal, Inc.)
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, Z & M Sheet Metal, Inc. Group Medical Plan is a benefit plan reported by Z & M Sheet Metal, Inc. under EIN 54-0808788 and plan number 503. The latest loaded filing year is 2023. The filing reports 98 participants and $196,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Z & M Sheet Metal, Inc.
- EIN
- 54-0808788
- Plan number
- 503
- Plan type
- 2
- Location
- Chantilly, VA
- Latest filing year
- 2023
- Participants
- 98
- End-of-year plan assets
- $196,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 98 | I, C | 20250401094202NAL0010673712001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $196,035
- Total liabilities (EOY)
- $496,835
- Net assets (EOY)
- -$300,800
- Net assets (BOY)
- -$679,283
Income & contributions
- Employer contributions
- $983,299
- Participant contributions
- $414,120
- Total income / additions
- $1,397,962
Expenses & distributions
- Benefits paid
- $560,774
- Administrative expenses
- $81,101
- Total expenses
- $1,019,479
- Net increase / (decrease)
- $378,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | ADMIN | $81,101 | not reported in the loaded dataset | 2023 |
| Brown & Brown Agency Of Virginia | BROKER | $33,180 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $21,803 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Z & M Sheet Metal, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chantilly, VA
- Umr — Schedule C compensation
- Brown & Brown Agency Of Virginia — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation