Sheet Metal 7 Zone 3 Pension Fund — Form 5500 plan (Sheet Metal 7 Zone 3 Pension Fund)
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 7 Zone 3 Pension Fund is a benefit plan reported by Sheet Metal 7 Zone 3 Pension Fund under EIN 38-6237161 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $62,374,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal 7 Zone 3 Pension Fund
- EIN
- 38-6237161
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $62,374,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20250210152016NAL0009217891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,374,835
- Total liabilities (EOY)
- $209,534
- Net assets (EOY)
- $62,165,301
- Net assets (BOY)
- $60,001,682
Income & contributions
- Employer contributions
- $4,320,471
- Total contributions
- $4,320,471
- Total income / additions
- $8,719,089
Expenses & distributions
- Benefits paid
- $6,098,735
- Administrative expenses
- $456,735
- Total expenses
- $6,555,470
- Net increase / (decrease)
- $2,163,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $118,937 | not reported in the loaded dataset | 2023 |
| Benesys Inc. | PLAN TPA | $56,859 | not reported in the loaded dataset | 2023 |
| Chevy Chase | INVESTMENT CUSTODIAN | $54,480 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | PLAN ACTUARY | $48,842 | not reported in the loaded dataset | 2023 |
| Great Lakes Smd | INVESTMENT MANAGER | $30,794 | not reported in the loaded dataset | 2023 |
| Bmo Harris | INVESTMENT CUSTODIAN | $19,315 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | PLAN LEGAL COUNCIL | $17,260 | not reported in the loaded dataset | 2023 |
| Delaware | INVESTMENT MGR | $14,324 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley & Co C.P.A.'S | PLAN AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
| Aristotle | INVESTMENT MGR | $12,770 | not reported in the loaded dataset | 2023 |
| Western | INVESTMENT MGR | $11,942 | not reported in the loaded dataset | 2023 |
| Sage | INVESTMENT MGR | $8,070 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal 7 Zone 3 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Chevy Chase — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Great Lakes Smd — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Delaware — Schedule C compensation
- Wrubel Wesley & Co C.P.A.'S — Schedule C compensation
- Aristotle — Schedule C compensation
- Western — Schedule C compensation
- Sage — Schedule C compensation