Sheet Metal Workers Local 7, Zone 2 Pension Plan — Form 5500 plan (Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension)
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 Workers Local 7, Zone 2 Pension Plan is a benefit plan reported by Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension under EIN 38-1616942 and plan number 001. The latest loaded filing year is 2023. The filing reports 771 participants and $107,797,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension
- EIN
- 38-1616942
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $107,797,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20240920091507NAL0004290467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,797,901
- Total liabilities (EOY)
- $790,222
- Net assets (EOY)
- $107,007,679
- Net assets (BOY)
- $93,442,100
Income & contributions
- Employer contributions
- $4,693,008
- Total contributions
- $4,693,008
- Total income / additions
- $19,464,574
Expenses & distributions
- Benefits paid
- $5,329,635
- Administrative expenses
- $569,360
- Total expenses
- $5,898,995
- Net increase / (decrease)
- $13,565,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zacks Capital Management | NONE | $131,711 | $0 | 2023 |
| Munder Capital Management | NONE | $111,963 | $0 | 2023 |
| Watkins Ross & Company | NONE | $89,697 | not reported in the loaded dataset | 2023 |
| Delta Capital Management, LLC | NONE | $32,041 | not reported in the loaded dataset | 2023 |
| Varnum Attorney At Law | NONE | $29,779 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $26,106 | not reported in the loaded dataset | 2023 |
| Standard Valuation | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $24,093 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management | NONE | $17,855 | not reported in the loaded dataset | 2023 |
| Key Bank National Association | NONE | $8,037 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Zacks Capital Management — Schedule C compensation
- Munder Capital Management — Schedule C compensation
- Watkins Ross & Company — Schedule C compensation
- Delta Capital Management, LLC — Schedule C compensation
- Varnum Attorney At Law — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Standard Valuation — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Yousif Capital Management — Schedule C compensation
- Key Bank National Association — Schedule C compensation