# Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-sheetmetal-workers-local-91-health-and-welfare-pl-362525679-501

> Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl's Health & Welfare plan: 887 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Sheetmetal Workers Local 91 Health And Welfare Pl

- **Sponsor EIN:** 362525679

- **Sponsor Address:** 8124 42ND STREET WEST, ROCK ISLAND, IL, 61201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 887

- **Total Assets:** $45.3M

## 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|887|$45.3M|$10.7M|$963,935|

| 2023|848|$44.7M|$10.4M|$861,934|

| 2022|819|$44.2M|$9.9M|$804,156|

## 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|

| QUAD CITY BANK AND TRUST|Other Service Provider|$117,417|—|$117,417|

| TELLIGEN, INC|Other Service Provider|$65,962|—|$65,962|

| AHI/RJ LEE & ASSOCIATES|Other Service Provider|$63,500|—|$63,500|

| EMPLOYEE 1|Recordkeeper|$60,333|—|$60,333|

| EMPLOYEE 2|Recordkeeper|$60,303|—|$60,303|

| ROMOLO & ASSOCIATES, CPA'S, LLC|Other Service Provider|$36,400|—|$36,400|

| UNITED ACTUARIAL SERVICES INC|Other Service Provider|$9,000|—|$9,000|

| MCCARTHY CALLAS & FEENEY PC|Other Service Provider|$8,091|—|$8,091|

### Verified Provider Profiles

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

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $421,006

- **Estimated Expense Ratio:** 0.930% 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|$679,599|—|$63,500|$18,500|—|

| 2023|$636,552|—|$63,500|$18,500|—|

| 2022|$669,322|$104,513|—|—|$117,571|

## Similar Plans

- [Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. Annuity Fu](https://planprovider.pro/companies/trustees-of-bricklayers-and-stone-masons-il-dc-no-1-b-a-c-annuity-fu-plan) — 5,019 participants

- [Tecta America Corp.](https://planprovider.pro/companies/tecta-america-corp-401k-plan) — 3,848 participants

- [Trustees Of Roofers Unions Welfare Trust Fund](https://planprovider.pro/companies/trustees-of-roofers-unions-welfare-trust-fund-362226396-501) — 2,181 participants

- [Board Of Trustees Of Roofers Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-roofers-pension-fund-plan) — 2,046 participants

- [Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-sheet-metal-workers-73-pension-fund-plan) — 1,914 participants

- [Tuckpointers Local 52 Defined Contribution Annuity Trust Fund](https://planprovider.pro/companies/tuckpointers-local-52-defined-contribution-annuity-trust-fund-366940923-003) — 1,838 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-sheetmetal-workers-local-91-health-and-welfare-pl-362525679-501)

© 2026 PlanProvider.Pro