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Original filing (PDF)20260306091909NAL0004904753001
JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 7, ZONE 1 PENSION PLAN
Defined-benefit pension plan
Signals · 3
Late filing · 4.7 moNo recordkeeper disclosed10 service providers
Active participants
703
Accounts w/ balance
—
Plan assets (EOY)
$147.7M
Net assets (EOY)
$147.7M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
81
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Filed 4.7 months past the 10.5-month grace window.
- 47 bps in Schedule C fees — 374% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (10 disclosed providers, 7 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES.
Plan sponsor
Name
JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES
DBA
ASSN. OF SHEET METAL CONTRACTORS
EIN
38-6234066
Address
700 TOWER DRIVE, SUITE 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BENESYS
EIN
38-2383171
City
TROY, MI
Phone
(248) 822-4200
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2026-03-06
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | DETROIT, MI | CUSTODIAN | $17K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHFIELD ASSOCIATES | 52-1670976 | WASHINGTON, DC | INVESTMENT MANAGER | $155K | — |
| ZACKS INVESTMENT MANAGEMENT | — | CHICAGO, IL | INVESTMENT MANAGER | $152K | — |
| STANDARD VALUATIONS, INC. | 41-1327339 | — | FINANCIAL ADVISOR | $40K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACQUEEN INSURANCE GROUP | 20-0495393 | BERKLEY, MI | INSURANCE AGENT | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | — | CONTRACT ADMINISTRATOR | $122K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANER COSTERISAN, P.C. | 38-2157642 | LANSING, MI | AUDITOR | $23K | — |
| STEFANSKY HOLLOWAY & NICHOLS | 38-2388845 | NORTHVILLE, MI | PAYROLL AUDITOR | $10K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | CHICAGO, IL | ACTUARY | $124K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK D MCALPINE, PLLC | — | EAST LANSING, MI | LEGAL | $32K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.