# Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-union-80-sub-fund-board-of-trustees-386112387-502

> Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees's Health & Welfare plan: 1,122 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local Union 80 Sub Fund, Board Of Trustees

- **Sponsor EIN:** 386112387

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 480982808

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,122

- **Total Assets:** $16.4M

## 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|1,122|$16.4M|$2.1M|$0|

| 2023|1,070|$15.0M|$2.2M|$0|

| 2022|1,027|$11.9M|$1.8M|$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|

| COHEN & STEERS|Other Service Provider|$175,000|—|$175,000|

| BENESYS, INC.|Other Service Provider|$58,305|—|$58,305|

| MORGAN STANLEY SMITH BARNEY, LLC|Recordkeeper|$42,300|—|$42,300|

| THE SEGAL COMPANY|Other Service Provider|$15,110|—|$15,110|

| SHEET METAL WORKERS LOCAL NO. 80|Other Service Provider|$12,140|—|$12,140|

| BENDA, GRACE, STULZ & COMPANY|Other Service Provider|$11,600|—|$11,600|

| WATKINS, PAWLICK, CALATI & PRIFTI|Other Service Provider|$7,763|—|$7,763|

### 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:** $322,218

- **Estimated Expense Ratio:** 1.961% 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|$225,468|$91,879|$69,200|$11,600|—|

| 2023|$203,152|$78,340|$69,200|$11,200|—|

| 2022|$197,454|$62,414|$69,200|—|$27,893|

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