# Sheet Metal Workers Local Union No. 19 Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-union-no-19-542123427-501

> Sheet Metal Workers Local Union No. 19's Health & Welfare plan: 3,934 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local Union No. 19

- **Sponsor EIN:** 542123427

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,934

- **Total Assets:** $101,189

## 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|3,934|$101,189|$0|$0|

| 2023|3,974|$106,324|$0|$0|

| 2022|3,841|$120,340|$0|$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|

| NOVAK FRANCELLA, LLC|Auditor|$3,500|—|$3,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,500

- **Estimated Expense Ratio:** 3.459% 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|$3,500|—|—|$3,500|—|

| 2023|$4,004|—|—|$3,500|—|

| 2022|$3,435|—|—|—|$3,250|

## Similar Plans

- [Laborers District Council Of W PA Pension Fund Board Of Trustees](https://planprovider.pro/companies/laborers-district-council-of-w-pa-p-pension-fund-board-of-trustees-plan) — 6,572 participants

- [Laborers District Council Of W. PA Welfare Fund Board Of Trustees](https://planprovider.pro/companies/laborers-district-council-of-w-pa-welfare-fund-board-of-trustees-256035806-501) — 5,257 participants

- [Smw Intl Association Local Union No. 19](https://planprovider.pro/companies/smw-intl-association-local-union-no-19-232480754-501) — 3,934 participants

- [Bd Of Trustees Of The Smw Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-of-the-smw-annuity-fund-232245696-001) — 3,255 participants

- [Masonic Villages Of The Grand Lodge Of Pennsylvania](https://planprovider.pro/companies/masonic-villages-of-the-grand-lodge-of-pennsylvania-403b-plan) — 2,335 participants

- [Sheet Metal Workers Health Fund Of Local Union No19](https://planprovider.pro/companies/sheet-metal-workers-health-fund-of-local-union-no19-231324693-501) — 2,046 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-workers-local-union-no-19-542123427-501)

© 2026 PlanProvider.Pro