# Board Of Trustees Of Smart Local Union No. 36 Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-welfare-plan-430681778-501

> Board Of Trustees Of Smart Local Union No. 36 Welfare Plan's Health & Welfare plan: 1,433 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Smart Local Union No. 36 Welfare Plan

- **Sponsor EIN:** 430681778

- **Sponsor Address:** 2319 CHOUTEAU AVE, SUITE 300, ST. LOUIS, MO, 63103

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,433

- **Total Assets:** $60.7M

## 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|1,433|$60.7M|$26.5M|$5.0M|

| 2023|1,430|$60.5M|$25.6M|$4.7M|

| 2022|1,356|$56.7M|$23.6M|$4.5M|

## 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|

| CIGNA HEALTH|Other Service Provider|$661,312|—|$661,312|

| MARY BETH CYLIAX|Other Service Provider|$147,857|—|$147,857|

| JOANNA CLAYTON|Other Service Provider|$116,602|—|$116,602|

| LYNNE SCHREIBER|Other Service Provider|$113,773|—|$113,773|

| JUDITH MITCHELL|Recordkeeper|$113,378|—|$113,378|

| CYNTHIA FOSTER|Other Service Provider|$100,924|—|$100,924|

| DELTA DENTAL OF MISSOURI|Other Service Provider|$88,683|—|$88,683|

| MICHELLE HAGEMANN|Other Service Provider|$78,360|—|$78,360|

| LEGACY PROFESSIONALS LLP|Auditor|$71,213|—|$71,213|

| DIANE ROSSO|Other Service Provider|$70,205|—|$70,205|

| BREANNA FITZHENRY|Other Service Provider|$65,531|—|$65,531|

| EVELYN DUNAJCIK|Other Service Provider|$63,242|—|$63,242|

| JOANNA HAM|Other Service Provider|$60,880|—|$60,880|

| CATHERINE DOBRYNSKI|Other Service Provider|$58,508|—|$58,508|

| PREFERRED RESOURCE NETWORK INC|Other Service Provider|$56,437|—|$56,437|

| RREEF AMERICA LLC|Other Service Provider|$53,288|—|$53,288|

| MARSH & MCLENNAN|Investment Advisor|$51,000|—|$51,000|

| SHELTON CAPITAL MANAGEMENT|Other Service Provider|$50,714|—|$50,714|

| SCHUCHAT, COOK & WERNER|ERISA Attorney|$47,025|—|$47,025|

| AMY JO WOOD|Other Service Provider|$41,836|—|$41,836|

| TAYLOR ROBERTS|Other Service Provider|$32,653|—|$32,653|

| LIFE LINE SCREENING|Other Service Provider|$28,428|—|$28,428|

| CHANGE HEALTH CARE|Other Service Provider|$27,745|—|$27,745|

| SYSTEMS DESIGN ASSOCIATES|Other Service Provider|$20,645|—|$20,645|

| BYRNE SOFTWARE TECHNOLOGIES|Other Service Provider|$20,340|—|$20,340|

| EKON BENEFITS|Other Service Provider|$13,517|—|$13,517|

| MARQUETTE ASSOCIATES|Other Service Provider|$13,000|—|$13,000|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$10,699|—|$10,699|

| AMWINS GROUP BENEFITS LLC|Other Service Provider|$8,867|—|$8,867|

| CONNER ASH PC|Other Service Provider|$7,567|—|$7,567|

| WEB CONNECTIVITY LLC|Other Service Provider|$6,484|—|$6,484|

### 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

- [MARSH & MCLENNAN](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [SCHUCHAT, COOK & WERNER](https://planprovider.pro/provider/schuchat-cook-and-werner) — ERISA Attorney

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,300,713

- **Estimated Expense Ratio:** 3.792% 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|$1,829,175|$117,002|—|$41,637|—|

| 2023|$1,715,947|$65,641|—|$40,692|—|

| 2022|$1,587,024|$74,061|—|—|$270,341|

## Similar Plans

- [Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T](https://planprovider.pro/companies/trustees-plumbers-pipefitters-local-supplemental-pension-plan-t-plan) — 4,032 participants

- [Pipe Fitters Local No. 533 Health And Welfare Plan](https://planprovider.pro/companies/pipe-fitters-local-no-533-health-and-welfare-plan-440651452-501) — 1,467 participants

- [Board Of Trustees Of Smart Local Union No. 36 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-pension-fund-plan) — 1,381 participants

- [Plumbers Local 8 Dc Plan](https://planprovider.pro/companies/plumbers-local-8-dc-plan-plan) — 996 participants

- [Flint Holding Company, LLC](https://planprovider.pro/companies/flint-holding-company-llc-401k-plan-002) — 791 participants

- [Murphy Corporation](https://planprovider.pro/companies/murphy-corporation-401k-plan) — 502 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-welfare-plan-430681778-501)

© 2026 PlanProvider.Pro