# Flint Area Sheet Metal Workers 7-4 Health Care Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/flint-area-sheet-metal-workers-7-4-health-care-fund-383377279-501

> Flint Area Sheet Metal Workers 7-4 Health Care Fund's Health & Welfare plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Flint Area Sheet Metal Workers 7-4 Health Care Fund

- **Sponsor EIN:** 383377279

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 228

- **Total Assets:** $6.1M

## 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|228|$6.1M|$3.4M|$515,404|

| 2023|234|$5.5M|$3.2M|$489,610|

| 2022|199|$4.8M|$3.0M|$545,642|

## 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|

| BLUE CROSS BLUE SHIELD OF MICHIGAN|Other Service Provider|$278,441|—|$278,441|

| BENESYS, INC.|Other Service Provider|$100,552|—|$100,552|

| SALUS GROUP|Other Service Provider|$48,996|—|$48,996|

| BENDA GRACE STULZ & CO PC|Other Service Provider|$15,900|—|$15,900|

| LEDBETTER PARISI, LLC|Other Service Provider|$14,627|—|$14,627|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$9,000|—|$9,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $467,516

- **Estimated Expense Ratio:** 7.644% 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|$506,091|$4,121|$378,993|$15,900|—|

| 2023|$502,727|$1,219|$350,265|$15,300|—|

| 2022|$477,501|$518|$89,843|—|$105,907|

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