Flint Area Sheet Metal Workers Local 7-4 Pension Fund — Form 5500 plan (Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4)
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, Flint Area Sheet Metal Workers Local 7-4 Pension Fund is a benefit plan reported by Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 under EIN 38-6082372 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $59,619,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4
- EIN
- 38-6082372
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $59,619,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20250218121508NAL0003204737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,619,415
- Total liabilities (EOY)
- $202,480
- Net assets (EOY)
- $59,416,935
- Net assets (BOY)
- $56,463,612
Income & contributions
- Employer contributions
- $4,321,735
- Total contributions
- $4,321,735
- Total income / additions
- $9,414,435
Expenses & distributions
- Benefits paid
- $5,858,964
- Administrative expenses
- $602,148
- Total expenses
- $6,461,112
- Net increase / (decrease)
- $2,953,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting | NONE | $144,063 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $97,400 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $57,297 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $44,245 | not reported in the loaded dataset | 2023 |
| Tcw Investment Management Company | NONE | $39,975 | not reported in the loaded dataset | 2023 |
| Aristotle | NONE | $33,174 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| Fiera Capital Management | NONE | $21,821 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $21,196 | not reported in the loaded dataset | 2023 |
| Cambiar Investors, LLC | NONE | $17,051 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd | NONE | $16,809 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $15,113 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz, & Company, P.C | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Graystone Consulting — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Tcw Investment Management Company — Schedule C compensation
- Aristotle — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Fiera Capital Management — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Cambiar Investors, LLC — Schedule C compensation
- Sage Advisory Services, Ltd — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Benda, Grace, Stulz, & Company, P.C — Schedule C compensation