Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree
- Sponsor EIN: 846029106
- Sponsor Address: 1515 W 47TH AVE, DENVER, CO, 80211
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 175
- Total Assets: $1.0M
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 | 175 | $1.0M | $0 | $0 |
| 2023 | 208 | $773,810 | $0 | $0 |
| 2022 | 199 | $873,702 | $0 | $0 |
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 |
|---|---|---|---|---|
| REHN & ASSOCIATES | Other Service Provider | $54,243 | — | $54,243 |
| LEGACY PROFESSIONALS LLP | Auditor | $10,576 | — | $10,576 |
| SLEVIN & HART, PC | ERISA Attorney | $7,807 | — | $7,807 |
| RAEL & LETSON, INC. | Other Service Provider | $5,550 | — | $5,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- SLEVIN & HART, PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,176
- Estimated Expense Ratio: 7.815% 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 | $81,329 | — | $53,643 | $10,576 | — |
| 2023 | $52,758 | — | $21,869 | $10,035 | — |
| 2022 | $36,744 | — | $17,941 | — | $17,366 |