# Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-co-sheet-metal-workers-local-9-medicare-retiree-846029106-502

> Board Of Trustees Of Co Sheet Metal Workers' Local 9 Medicare Retiree's Health & Welfare plan: 175 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [SLEVIN & HART, PC](https://planprovider.pro/provider/slevin-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-co-sheet-metal-workers-local-9-medicare-retiree-846029106-502)

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