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Original filing (PDF)20251002114420NAL0000280611004
SHM7 MANAGEMENT GROUPS INSURANCE TRUST
Form 5500
FILING_RECEIVED
SHM7 MANAGEMENT GROUPS INSURANCE TRUST EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~3465 bps in Sched C feesNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
—
Plan assets (EOY)
$614K
Net assets (EOY)
-$640K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3465 bps in Schedule C fees — 2093% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
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 SHM7 MANAGEMENT GROUPS INSURANCE TRUST.
Plan sponsor
Name
SHM7 MANAGEMENT GROUPS INSURANCE TRUST
EIN
47-2543552
Address
145 NORTH HIGHLAND DR · MANY, LA · 71449
Phone
(318) 590-0007
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
ERICKSEN KRENTEL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | MINNEAPOLIS, MN | CONTRACT | $187K | — |
| MANAGEMENT SEVEN, LLC | 05-0563747 | MANY, LA | CONTRACT | $16K | — |
| ERICKSEN KRENTEL, LLP | 72-0549733 | NEW ORLEANS, LA | CONTRACT | $10K | — |
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.
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