# Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-local-no-12-welfare-fund-250994888-501

> Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund's Health & Welfare plan: 991 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund

- **Sponsor EIN:** 250994888

- **Sponsor Address:** 5 HOT METAL STREET, PITTSBURGH, PA, 15203

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 991

- **Total Assets:** $44.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|991|$44.2M|$18.5M|$2.3M|

| 2023|980|$41.3M|$16.6M|$2.3M|

| 2022|980|$39.2M|$17.0M|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HIGHMARK|Other Service Provider|$684,609|—|$684,609|

| CENTRAL DATA SERVICES|Other Service Provider|$252,175|—|$252,175|

| THE SEGAL COMPANY|Other Service Provider|$62,434|$47,735|$110,169|

| UNITED CONCORDIA COMPANIES, INC.|Other Service Provider|$70,636|—|$70,636|

| RXBENEFITS, INC.|Other Service Provider|$53,966|—|$53,966|

| GRIDIRON PARTNERS, LLC|Other Service Provider|$41,899|—|$41,899|

| DICLAUDIO & KRAMER, LLC|Auditor|$28,210|—|$28,210|

| ANDCO CONSULTING, LLC|Other Service Provider|$25,000|—|$25,000|

| PNC BANK|Other Service Provider|$19,205|—|$19,205|

| JUBELIRER, PASS & INTRIERI|Other Service Provider|$15,483|—|$15,483|

| CALIBRE CPA GROUP|Auditor|$11,461|—|$11,461|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — Auditor

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,312,813

- **Estimated Expense Ratio:** 2.968% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$524,397|$66,899|$252,175|$28,210|—|

| 2023|$445,920|$53,311|$240,395|$27,200|—|

| 2022|$381,309|$29,083|$228,733|—|$80,483|

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