2023 Form 5500 filing — Sheet Metal Workers Local No. 292 Health Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250115083009NAL0012575907003) for Sheet Metal Workers Local No. 292 Health Fund, reported by Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund under EIN 38-1433000 and plan number 501. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115083009NAL0012575907003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local No. 292 Health Fund
- EIN
- 38-1433000
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,601,126
- Total liabilities (EOY)
- $3,063,734
- Net assets (EOY)
- $13,537,392
- Employer contributions
- $9,042,511
- Participant contributions
- $622,985
- Total income / additions
- $10,730,182
- Benefits paid
- $9,210,918
- Administrative expenses
- $410,143
- Total expenses
- $9,621,061
- Net increase / (decrease)
- $1,109,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $226,910 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $74,795 | $0 |
| Watkins, Pawlick, Calati & Prifti | SEE ATTACHED | $18,588 | not reported in the loaded dataset |
| American Graphics Printing | NONE | $17,623 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company P.C. | SEE ATTACHED | $16,000 | not reported in the loaded dataset |
| Ulliance, Inc. | NONE | $10,611 | not reported in the loaded dataset |
| The Segal Company | NONE | $8,170 | not reported in the loaded dataset |
| Clearbridge Investments | NONE | $0 | $0 |
| Lord Abbott | NONE | $0 | $0 |
| Martin Currie Investment | NONE | $0 | $0 |
| Sage | NONE | $0 | $0 |
| Aristotle | NONE | $0 | $0 |
| Bahlor & Gainor | NONE | $0 | $0 |
| Federated Hermes Funds | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Kayne Anderson | NONE | $0 | $0 |