# Northern California Sheet Metal Workers Health Care Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/northern-california-sheet-metal-workers-health-care-plan-776113549-501

> Northern California Sheet Metal Workers Health Care Plan's Health & Welfare plan: 996 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northern California Sheet Metal Workers Health Care Plan

- **Sponsor EIN:** 776113549

- **Sponsor Address:** P.O. BOX 1677, SAN RAMON, CA, 94583

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 996

- **Total Assets:** $43.8M

## 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|996|$43.8M|$27.9M|$4.2M|

| 2023|986|$38.3M|$26.4M|$4.2M|

| 2022|969|$31.9M|$25.6M|$4.2M|

## 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|$985,415|—|$985,415|

| CALIFORNIA PHYSICIANS' SERVICE|Other Service Provider|$220,489|—|$220,489|

| DELTA DENTAL|Other Service Provider|$105,232|—|$105,232|

| NORTHWEST PLAN SERVICES|Recordkeeper|$96,000|—|$96,000|

| BEESON, TAYER AND BODINE|ERISA Attorney|$87,029|—|$87,029|

| OPTUMRX, INC|Other Service Provider|$63,152|$9,666|$72,818|

| MEDICARE PART D ADVISORS|Other Service Provider|$51,757|—|$51,757|

| WITHUMSMITH+BROWN, PC|Auditor|$48,590|—|$48,590|

| TARP|Other Service Provider|$32,022|—|$32,022|

| MAMMINI COMPANY|Other Service Provider|$28,410|—|$28,410|

| HEALTHLINX, LLC|Other Service Provider|$21,800|—|$21,800|

| IRON MOUNTAIN|Other Service Provider|$20,059|—|$20,059|

| SMART SOURCE|Other Service Provider|$14,549|—|$14,549|

| COMMONWEALTH EQUITY SERVICES|Investment Advisor|$6,078|—|$6,078|

| MARSH & MCLENNAN AGENCY|Investment Advisor|—|$6,049|$6,049|

### Verified Provider Profiles

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

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — Recordkeeper

- [BEESON, TAYER AND BODINE](https://planprovider.pro/provider/beeson-tayer-and-bodine-apc) — ERISA Attorney

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [COMMONWEALTH EQUITY SERVICES](https://planprovider.pro/provider/commonwealth-financial-network) — Investment Advisor

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,796,297

- **Estimated Expense Ratio:** 4.097% 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|$1,791,110|$34,488|$1,007,519|$48,590|—|

| 2023|$1,749,450|$30,881|$978,086|$42,892|—|

| 2022|$1,710,730|$31,035|$900,931|—|$236,584|

## Similar Plans

- [Board Of Trustees, California Iron Workers Field Defined Contribution](https://planprovider.pro/companies/board-of-trustees-california-iron-workers-field-defined-contribution-953304279-001) — 13,077 participants

- [Board Of Trustees, California Ironworkers Field Pension Trust Fun](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-pension-trust-fun-956042866-001) — 9,028 participants

- [Board Of Trustees, California Ironworkers Field Welfare Plan](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-welfare-plan-956042868-501) — 8,550 participants

- [Board Of Trustees, California Field Iron Worker Vacation/Personal](https://planprovider.pro/companies/board-of-trustees-california-field-iron-worker-vacation-personal-956042867-501) — 8,518 participants

- [Dpr Construction](https://planprovider.pro/companies/dpr-construction-401k-plan) — 8,307 participants

- [Board Of Trustees Western States Insulators And Allied Workers Indiv](https://planprovider.pro/companies/board-of-trustees-western-states-insulators-and-allied-workers-indiv-plan) — 7,048 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northern-california-sheet-metal-workers-health-care-plan-776113549-501)

© 2026 PlanProvider.Pro