Sheet Metal Worker 7 Zone 3 Welfare — Form 5500 plan (Sheet Metal Worker 7 Zone 3 Welfare)
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 Worker 7 Zone 3 Welfare is a benefit plan reported by Sheet Metal Worker 7 Zone 3 Welfare under EIN 38-1449784 and plan number 501. The latest loaded filing year is 2023. The filing reports 368 participants and $2,060,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Worker 7 Zone 3 Welfare
- EIN
- 38-1449784
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $2,060,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20250213105642NAL0012468595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,060,823
- Total liabilities (EOY)
- $505,800
- Net assets (EOY)
- $1,555,023
- Net assets (BOY)
- $1,432,860
Income & contributions
- Employer contributions
- $3,654,043
- Participant contributions
- $643,223
- Total contributions
- $4,297,266
- Total income / additions
- $4,922,299
Expenses & distributions
- Benefits paid
- $4,546,392
- Administrative expenses
- $253,744
- Total expenses
- $4,800,136
- Net increase / (decrease)
- $122,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | MEDICAL CLAIMS PROCESSOR | $249,159 | $56 | 2023 |
| Benesys Inc | PLAN TPA | $81,634 | not reported in the loaded dataset | 2023 |
| The Salus Group | MEDICAL BENEFIT CONSULTAN | $47,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank | PLAN BANK | $30,945 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | PLAN LEGALCOUNCIL | $27,407 | not reported in the loaded dataset | 2023 |
| Health Care Advocate | CLAIMS REVIEW | $10,468 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley And Company C.P.A.'S | PLAN AUDITOR | $10,100 | not reported in the loaded dataset | 2023 |
| American Graphics Printing | NONE | $7,401 | not reported in the loaded dataset | 2023 |
| Cuni Rust And Strenk | PLAN ACTUARY | $6,500 | not reported in the loaded dataset | 2023 |
| Ulliance | NONE | $6,173 | not reported in the loaded dataset | 2023 |
| Fr Secure LLC | NONE | $5,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Worker 7 Zone 3 Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Benesys Inc — Schedule C compensation
- The Salus Group — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Health Care Advocate — Schedule C compensation
- Wrubel Wesley And Company C.P.A.'S — Schedule C compensation
- American Graphics Printing — Schedule C compensation
- Cuni Rust And Strenk — Schedule C compensation
- Ulliance — Schedule C compensation
- Fr Secure LLC — Schedule C compensation