# Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund DB Plan
Source: https://planprovider.pro/companies/bot-sheet-metal-workers-local-union-no-17-supplemental-pension-fund-plan

> Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund's DB plan: 1,667 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — AFFILIATED FUND

- [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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