# Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-sheet-metal-workers-local-218-hlth-welf-fund-431656591-501

> Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund's Health & Welfare plan: 310 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund

- **Sponsor EIN:** 431656591

- **Sponsor Address:** 2855 VIA VERDE DR, SPRINGFIELD, IL, 62703

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 310

- **Total Assets:** $4.5M

## 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|310|$4.5M|$6.4M|$525,056|

| 2023|305|$3.3M|$5.8M|$522,014|

| 2022|373|$3.8M|$5.4M|$518,869|

## 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|

| MERITAIN HEALTH|Other Service Provider|$138,284|—|$138,284|

| MARSH & MCLENNAN AGENCY LLC|Other Service Provider|$28,800|—|$28,800|

| CALIBRE CPA GROUP, PLLC|Auditor|$27,126|—|$27,126|

| CAVANAGH & O'HARA|Other Service Provider|$26,734|—|$26,734|

| SHEET METAL WORKERS 218 UNION|Other Service Provider|$18,706|—|$18,706|

| MANNING & NAPIER|Other Service Provider|$7,832|—|$7,832|

| UNITED ACTURIAL|Other Service Provider|$7,500|—|$7,500|

| MILLIMAN|Recordkeeper|$6,750|—|$6,750|

| DATA RESEARCH GROUP|Other Service Provider|$6,313|—|$6,313|

### Verified Provider Profiles

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

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $268,045

- **Estimated Expense Ratio:** 5.918% 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|$215,808|$7,832|$81,953|$23,700|—|

| 2023|$247,915|$9,603|$78,060|$24,050|—|

| 2022|$218,856|$13,954|$85,043|—|$94,003|

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