# Board Of Trustees Sheet Metal, Air Youngstown District Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-air-youngstown-district-346751847-501

> Board Of Trustees Sheet Metal, Air Youngstown District's Health & Welfare plan: 217 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal, Air Youngstown District

- **Sponsor EIN:** 346751847

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 444068149

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 217

- **Total Assets:** $14.2M

## 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|217|$14.2M|$3.7M|$279,949|

| 2023|208|$13.4M|$3.5M|$287,966|

| 2022|217|$11.5M|$3.7M|$280,146|

## 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|

| ANTHEM|Other Service Provider|$62,612|—|$62,612|

| BENESYS|Other Service Provider|$61,392|—|$61,392|

| THE SEGAL GROUP|Other Service Provider|$41,589|—|$41,589|

| ASHER KELLY|Other Service Provider|$35,528|—|$35,528|

| SHEET METAL WORKERS LOCAL 33 CCA|Other Service Provider|$24,575|—|$24,575|

| PACKER THOMAS|Auditor|$11,800|—|$11,800|

| SEGAL MARCO ADVISORS|Other Service Provider|$8,930|—|$8,930|

| CUNI, RUST & STRENK|Other Service Provider|$7,750|—|$7,750|

| PNC|Other Service Provider|$6,001|—|$6,001|

### Verified Provider Profiles

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

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260,177

- **Estimated Expense Ratio:** 1.833% 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|$250,400|$15,004|$61,392|$11,800|—|

| 2023|$246,350|$14,853|$70,152|$11,500|—|

| 2022|$210,575|$3,301|$59,924|—|$117,960|

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