# Board Of Trustees, Sheet Metal Workers' Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-health-plan-956052259-501

> Board Of Trustees, Sheet Metal Workers' Health Plan's Health & Welfare plan: 5,081 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Sheet Metal Workers' Health Plan

- **Sponsor EIN:** 956052259

- **Sponsor Address:** 111 N SEPULVEDA BLVD STE 210, MANHATTAN BEACH, CA, 90266

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,081

- **Total Assets:** $198.1M

## 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|5,081|$198.1M|$87.0M|$6.0M|

| 2023|5,101|$184.6M|$87.0M|$6.1M|

| 2022|5,174|$162.3M|$84.5M|$6.3M|

## 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|

| SHEET METAL BENEFIT PLANS ADMIN|Other Service Provider|$3,864,166|—|$3,864,166|

| ANTHEM BLUE CROSS LIFE & HEALTH|Other Service Provider|$1,720,897|—|$1,720,897|

| THE SEGAL COMPANY (WS), INC.|Recordkeeper|$354,653|—|$354,653|

| GARCIA HAMILTON & ASSOC. L.P.|Other Service Provider|$259,040|—|$259,040|

| MILLER KAPLAN ARASE LLP|Auditor|$237,277|—|$237,277|

| FOX ROTHSCHILD LLP|Other Service Provider|$119,974|—|$119,974|

| WITHUM SMITH + BROWN|Auditor|$114,087|—|$114,087|

| BEAT IT PROGRAM INC.|Other Service Provider|$92,152|—|$92,152|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$66,975|—|$66,975|

| WELLS FARGO N.A.|Other Service Provider|$40,002|—|$40,002|

| AMERICAN MAILING SERVICE, INC|Other Service Provider|$36,088|—|$36,088|

| MARSH & MCLENNAN COMPANIES, INC.|Investment Advisor|—|$18,455|$18,455|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|Other Service Provider|$17,000|—|$17,000|

| COMERICA|Other Service Provider|$12,356|—|$12,356|

| EXPRESS SCRIPTS|Other Service Provider|$11,985|—|$11,985|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY (WS), INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [WITHUM SMITH + BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,965,107

- **Estimated Expense Ratio:** 3.517% 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|$5,518,765|$326,015|—|$57,065|—|

| 2023|$5,332,308|$335,712|—|$51,270|—|

| 2022|$5,002,063|$239,989|—|—|$1,038,990|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-health-plan-956052259-501)

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