# Sheet Metal Workers Local No. 80 Insurance Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-80-insurance-trust-fund-237165969-502

> Sheet Metal Workers Local No. 80 Insurance Trust Fund's Health & Welfare plan: 1,429 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local No. 80 Insurance Trust Fund

- **Sponsor EIN:** 237165969

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 480982808

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,429

- **Total Assets:** $30.4M

## 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|1,429|$30.4M|$21.6M|$1.9M|

| 2023|1,444|$30.2M|$22.5M|$1.8M|

| 2022|1,191|$25.6M|$18.3M|$1.8M|

## 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|$572,605|—|$572,605|

| BLUE CROSS BLUE SHIELD OF MICHIGAN|Other Service Provider|$564,551|—|$564,551|

| MORGAN STANLEY SMITH BARNEY, LLC|Recordkeeper|$112,978|—|$112,978|

| DELTA DENTAL OF MICHIGAN|Other Service Provider|$81,479|—|$81,479|

| WATKINS PAWLICK CALATI PRIFTI PC|Other Service Provider|$75,918|—|$75,918|

| STEFANSKY HOLLOWAY NICHOLS|Other Service Provider|$67,892|—|$67,892|

| PNC FINANCIAL SERVICES GROUP|Other Service Provider|$41,504|—|$41,504|

| AMERICAN GRAPHICS PRINTING COMPANY|Other Service Provider|$39,337|—|$39,337|

| ULLIANCE, INC|Other Service Provider|$38,614|—|$38,614|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$21,900|—|$21,900|

| SALUS GROUP|Other Service Provider|$16,500|—|$16,500|

| VISION SERVICE PLAN|Other Service Provider|$15,710|—|$15,710|

| THE SEGAL COMPANY, INC.|Other Service Provider|$9,696|—|$9,696|

| LEGG MASON & COMPANY, LLC|Other Service Provider|$6,952|—|$6,952|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,665,636

- **Estimated Expense Ratio:** 5.488% 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|$1,643,410|$119,931|$1,135,208|$21,900|—|

| 2023|$1,524,027|$63,431|$1,076,861|$20,900|—|

| 2022|$1,403,439|$130,182|$993,579|—|$180,533|

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