# Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-292-s-u-b-fund-237205462-801

> Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund's Health & Welfare plan: 673 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund

- **Sponsor EIN:** 237205462

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** Health & Welfare

- **Plan Number:** 801

- **Total Participants:** 673

- **Total Assets:** $2.9M

## 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|673|$2.9M|$663,445|$0|

| 2023|679|$2.8M|$696,889|$0|

| 2022|703|$2.4M|$518,795|$0|

## 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|

| BENESYS, INC.|Other Service Provider|$74,154|—|$74,154|

| MORGAN STANLEY SMITH BARNEY, LLC|Other Service Provider|$16,624|—|$16,624|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$9,250|—|$9,250|

| THE SEGAL COMAPNY|Other Service Provider|$7,589|—|$7,589|

| WATKINS, PAWLICK, CALATI & PRIFTI|Other Service Provider|$6,500|—|$6,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,117

- **Estimated Expense Ratio:** 3.971% 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|$143,736|$21,014|$73,713|$9,250|—|

| 2023|$128,731|$16,770|$69,886|$8,900|—|

| 2022|$112,889|$12,937|$68,854|—|$20,704|

## Similar Plans

- [Absopure Company](https://planprovider.pro/companies/absopure-company-382418014-502) — 3,579 participants

- [Alticor INC.](https://planprovider.pro/companies/alticor-inc-401k-plan) — 3,259 participants

- [Alticor, INC.](https://planprovider.pro/companies/alticor-inc-381736584-515) — 3,070 participants

- [Neogen Corporation](https://planprovider.pro/companies/neogen-corporation-401k-plan) — 2,235 participants

- [Martinrea Industries, INC.](https://planprovider.pro/companies/martinrea-industries-inc-020534783-501) — 612 participants

- [Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-292-pension-fund-381659157-001) — 608 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-292-s-u-b-fund-237205462-801)

© 2026 PlanProvider.Pro