# Board Of Trustees Sheet Metal Workers Local 112 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-112-welfare-fund-166052225-501

> Board Of Trustees Sheet Metal Workers Local 112 Welfare Fund's Health & Welfare plan: 233 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers Local 112 Welfare Fund

- **Sponsor EIN:** 166052225

- **Sponsor Address:** PO BOX 1146, ELMIRA, NY, 149021146

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 233

- **Total Assets:** $14.0M

## 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|233|$14.0M|$4.2M|$23,191|

| 2023|204|$12.1M|$3.8M|$32,698|

| 2022|175|$10.7M|$3.7M|$55,172|

## 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|

| M SCAPTURA|Other Service Provider|$82,400|—|$82,400|

| MORGAN STANLEY SMITH BARNEY LLC|Investment Advisor|$36,106|—|$36,106|

| SHEET METAL WORKERS LOCAL 112|Recordkeeper|$20,959|—|$20,959|

| MENGEL, METZGER, BARR & CO. LLP|Auditor|$16,600|—|$16,600|

| BENEFIT RESOURCE LLC|Recordkeeper|$10,750|—|$10,750|

| EXCELLUS BLUE CROSS BLUE SHIELD|Insurance Carrier|$10,659|—|$10,659|

| JUDITH J GUSH|Other Service Provider|$7,815|—|$7,815|

| OSULLIVAN ASSOCIATES|Actuary|$6,400|—|$6,400|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $191,689

- **Estimated Expense Ratio:** 1.368% 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|$321,090|$95,300|$15,815|$16,600|—|

| 2023|$304,257|$74,039|$24,826|$16,100|—|

| 2022|$283,966|$73,424|$15,196|—|$32,746|

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