2023 Form 5500 filing — Flint Area Sheet Metal Workers Local 7-4 Pension 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 20250218121508NAL0003204737001) for Flint Area Sheet Metal Workers Local 7-4 Pension Fund, reported by Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 under EIN 38-6082372 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218121508NAL0003204737001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4
- EIN
- 38-6082372
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,619,415
- Total liabilities (EOY)
- $202,480
- Net assets (EOY)
- $59,416,935
- Employer contributions
- $4,321,735
- Total income / additions
- $9,414,435
- Benefits paid
- $5,858,964
- Administrative expenses
- $602,148
- Total expenses
- $6,461,112
- Net increase / (decrease)
- $2,953,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting | NONE | $144,063 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $97,400 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $57,297 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $44,245 | not reported in the loaded dataset |
| Tcw Investment Management Company | NONE | $39,975 | not reported in the loaded dataset |
| Aristotle | NONE | $33,174 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $23,500 | not reported in the loaded dataset |
| Fiera Capital Management | NONE | $21,821 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $21,196 | not reported in the loaded dataset |
| Cambiar Investors, LLC | NONE | $17,051 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd | NONE | $16,809 | not reported in the loaded dataset |
| Comerica Bank | NONE | $15,113 | not reported in the loaded dataset |
| Benda, Grace, Stulz, & Company, P.C | NONE | $0 | not reported in the loaded dataset |