# Brd Of Ttees-Smw Local Union 100 Health Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-ttees-smw-local-union-100-health-526038494-501

> Brd Of Ttees-Smw Local Union 100 Health's Health & Welfare plan: 1,997 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Ttees-Smw Local Union 100 Health

- **Sponsor EIN:** 526038494

- **Sponsor Address:** P.O. BOX 4148, PORTLAND, OR, 97208

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,997

- **Total Assets:** $68.1M

## 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|1,997|$68.1M|$31.5M|$3.7M|

| 2023|1,914|$62.4M|$29.1M|$3.4M|

| 2022|1,941|$60.9M|$32.0M|$3.5M|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Other Service Provider|$1,238,192|—|$1,238,192|

| WILLIAM C. EARHART CO. INC|Other Service Provider|$1,015,307|$33,615|$1,048,922|

| FIRST AMERICAN ADMINISTRATORS, INC.|Other Service Provider|$229,027|—|$229,027|

| DELTA DENTAL OF D.C.|Other Service Provider|$125,329|—|$125,329|

| FOSTER & FOSTER, INC.|Other Service Provider|$66,755|—|$66,755|

| NOVAK FRANCELLA, LLC|Auditor|$46,457|—|$46,457|

| O'DONOGHUE & O'DONOGHUE, LLP|Other Service Provider|$33,699|—|$33,699|

| AON INVESTMENTS USA INC.|Other Service Provider|$23,000|—|$23,000|

| CVS CAREMARK|Other Service Provider|$14,649|—|$14,649|

| MEKETA FIDUCIARY MANAGEMENT|Other Service Provider|$10,000|—|$10,000|

| COMERICA|Other Service Provider|$5,378|—|$5,378|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,841,408

- **Estimated Expense Ratio:** 4.172% 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|$2,640,108|$38,746|$1,007,675|$25,000|—|

| 2023|$2,633,807|$36,592|$965,001|$33,600|—|

| 2022|$2,554,837|$54,381|$1,048,004|—|$182,698|

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