Plan Snapshot
- Plan Sponsor: Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund
- Sponsor EIN: 200845880
- Sponsor Address: 1157 ADAMS STREET, 1ST FLOOR, DORCHESTER, MA, 02124
- Plan Type: DB
- Total Participants: 1,667
- Total Assets: $165.3M
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 | 1,667 | $165.3M | $11.3M | $0 |
| 2023 | 1,671 | $143.7M | $10.8M | $0 |
| 2022 | 1,635 | $120.8M | $10.0M | $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 |
|---|---|---|---|---|
| SMW INSURANCE FUND | AFFILIATED FUND | $173,780 | — | $173,780 |
| BUCK CONSULTANTS | NONE | $126,041 | — | $126,041 |
| SEGAL MARCO ADVISORS | NONE | $95,000 | — | $95,000 |
| ULLICO | NONE | $94,808 | — | $94,808 |
| CHEVY CHASE | NONE | $52,744 | — | $52,744 |
| PARTNERS GROUP PRIVATE EQUITY | NONE | $51,253 | — | $51,253 |
| SIGULER GUFF SMALL BUYOUT OPPORTUNI | NONE | $39,500 | — | $39,500 |
| MEPT | NONE | $31,943 | — | $31,943 |
| HAMILTON LANE | NONE | $29,110 | — | $29,110 |
| MESIROW | NONE | $22,948 | — | $22,948 |
| KRAKOW & SOURIS | NONE | $20,000 | — | $20,000 |
| MANZI & ASSOCIATES, LLC | NONE | $18,362 | — | $18,362 |
| HAMILTON LANE | NONE | $15,930 | — | $15,930 |
| COMERICA | NONE | $15,145 | — | $15,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMW INSURANCE FUND — AFFILIATED FUND
- ULLICO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $786,564
- Estimated Expense Ratio: 0.476% 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 | $824,817 | $268,695 | $173,780 | $18,362 | — |
| 2023 | $822,103 | $373,517 | — | $19,298 | — |
| 2022 | $744,754 | $224,343 | — | — | $219,860 |