# Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-union-lcl-33-cleveland-dist-health-benefits-fd-346746427-501

> Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd's Health & Welfare plan: 663 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd

- **Sponsor EIN:** 346746427

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 663

- **Total Assets:** $29.0M

## 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|663|$29.0M|$10.0M|$1.4M|

| 2023|684|$27.5M|$9.0M|$1.3M|

| 2022|624|$25.7M|$8.8M|$1.3M|

## 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|

| COMMUNITY INSURANCE COMPANY|Other Service Provider|$373,684|—|$373,684|

| BENESYS|Other Service Provider|$365,243|—|$365,243|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$65,500|—|$65,500|

| ALLOTTA, FARLEY CO., LPA|Other Service Provider|$38,460|—|$38,460|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$26,500|—|$26,500|

| IMPACT SOLUTIONS|Other Service Provider|$23,166|—|$23,166|

| WELLINGTON TRUST|Other Service Provider|$21,064|—|$21,064|

| AMERICAN GRAPHICS PRINTING CO.|Other Service Provider|$16,403|—|$16,403|

| SMW LOCAL 33 FRINGE BENEFIT FUND|Other Service Provider|$15,540|—|$15,540|

| MERCER HUMAN RESOURCES CONSULTING|Investment Advisor|$11,330|—|$11,330|

| DENTEMAX LLC|Other Service Provider|$9,866|—|$9,866|

### Verified Provider Profiles

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

- [MERCER HUMAN RESOURCES CONSULTING](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $966,756

- **Estimated Expense Ratio:** 3.329% 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|$935,225|$22,412|$663,658|$26,500|—|

| 2023|$828,643|$25,340|$590,173|$313|—|

| 2022|$869,545|$11,353|$622,789|—|$145,769|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-workers-union-lcl-33-cleveland-dist-health-benefits-fd-346746427-501)

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