# Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-intl-assn-local-union-19-supplemental-unemployment-232681497-501

> Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment's Health & Welfare plan: 1,864 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment

- **Sponsor EIN:** 232681497

- **Sponsor Address:** 1301 S. COLUMBUS BLVD, PHILADELPHIA, PA, 19147

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,864

- **Total Assets:** $11.8M

## 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|1,864|$11.8M|$7.2M|$0|

| 2023|1,868|$8.1M|$6.3M|$0|

| 2022|1,837|$6.5M|$5.4M|$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|

| SHEET METAL WORKERS LOC #19 PENSION|Other Service Provider|$426,941|—|$426,941|

| CHARTWELL INVESTMENT PARTNERS LLC|Other Service Provider|$21,795|—|$21,795|

| NOVAK FRANCELLA LLC|Auditor|$11,100|—|$11,100|

| TD BANK N.A.|Other Service Provider|$9,714|—|$9,714|

| THE MCKEOGH COMPANY|Other Service Provider|$7,000|—|$7,000|

| PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$6,180|—|$6,180|

| SPEAR WILDERMAN|Other Service Provider|$6,060|—|$6,060|

| SUSANIN, WIDMAN & BRENNAN|Other Service Provider|$5,630|—|$5,630|

### 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:** $494,420

- **Estimated Expense Ratio:** 4.174% 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|$509,331|$24,795|—|$11,100|—|

| 2023|$506,669|$17,464|—|$11,200|—|

| 2022|$439,019|$18,929|—|—|$28,910|

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