2023 Form 5500 filing — Sheet Metal Workers Local 7, Zone 1 Pension Plan
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 20260306091909NAL0004904753001) for Sheet Metal Workers Local 7, Zone 1 Pension Plan, reported by Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities under EIN 38-6234066 and plan number 001. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260306091909NAL0004904753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities
- EIN
- 38-6234066
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,011
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,665,158
- Net assets (EOY)
- $147,665,158
- Employer contributions
- $12,386,089
- Total income / additions
- $37,740,879
- Benefits paid
- $3,662,085
- Administrative expenses
- $425,607
- Total expenses
- $4,087,692
- Net increase / (decrease)
- $33,653,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshfield Associates | INVESTMENT MANAGER | $155,170 | not reported in the loaded dataset |
| Zacks Investment Management | INVESTMENT MANAGER | $152,014 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $124,168 | not reported in the loaded dataset |
| Benesys, Inc | CONTRACT ADMINISTRATOR | $122,193 | not reported in the loaded dataset |
| Standard Valuations, Inc. | FINANCIAL ADVISOR | $40,000 | not reported in the loaded dataset |
| Frank D Mcalpine, Pllc | LEGAL | $32,295 | not reported in the loaded dataset |
| Macqueen Insurance Group | INSURANCE AGENT | $25,005 | not reported in the loaded dataset |
| Maner Costerisan, P.C. | AUDITOR | $22,500 | not reported in the loaded dataset |
| Comerica Bank | CUSTODIAN | $16,501 | $0 |
| Stefansky Holloway & Nichols | PAYROLL AUDITOR | $10,468 | not reported in the loaded dataset |