# Sheet Metal Workers Local 33 Supplemental Retiree Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-33-supplemental-retiree-health-fund-206576932-501

> Sheet Metal Workers Local 33 Supplemental Retiree Health Fund's Health & Welfare plan: 202 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local 33 Supplemental Retiree Health Fund

- **Sponsor EIN:** 206576932

- **Sponsor Address:** 12515 CORPORATE DRIVE, PARMA, OH, 44130

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 202

- **Total Assets:** $2.2M

## 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|202|$2.2M|$84,763|$0|

| 2023|161|$2.1M|$78,523|$0|

| 2022|203|$2.0M|$66,066|$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|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$12,500|—|$12,500|

| BENESYS, INC.|Other Service Provider|$8,595|—|$8,595|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$7,902|—|$7,902|

| ALLOTTA FARLEY|Other Service Provider|$6,949|—|$6,949|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,946

- **Estimated Expense Ratio:** 1.645% 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|$41,480|$8,575|$8,536|$12,500|—|

| 2023|$46,469|$10,272|$8,956|$9,300|—|

| 2022|$49,711|$13,118|$7,902|—|$22,017|

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