# Smw Intl Association Local Union No. 19 Health & Welfare Plan
Source: https://planprovider.pro/companies/smw-intl-association-local-union-no-19-232480754-501

> Smw Intl Association 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:** Smw Intl Association Local Union No. 19

- **Sponsor EIN:** 232480754

- **Sponsor Address:** 1301 S COLUMBUS BLVD - 1ST FLOOR, PHILADELPHIA, PA, 19147

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,934

- **Total Assets:** $330,071

## 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|$330,071|$55,358|$0|

| 2023|3,974|$356,373|$55,617|$0|

| 2022|3,841|$346,580|$52,938|$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|

| PENNS LANDING CATERERS|Other Service Provider|$84,231|—|$84,231|

| RAMBLEWOOD COUNTRY CLUB|Other Service Provider|$27,919|—|$27,919|

| GO EVENTS INC|Other Service Provider|$25,350|—|$25,350|

| MARYBRIDGET ENTERPRISES, INC.|Other Service Provider|$18,090|—|$18,090|

| NICK'S CATERING & EVENTS|Other Service Provider|$14,029|—|$14,029|

| SHEET METAL WORKERS LOCAL UNION #19|Other Service Provider|$8,261|—|$8,261|

| PHOTOGRAPHICS PHOTOGRAPHY|Other Service Provider|$6,305|—|$6,305|

| NOVAK FRANCELLA, LLC|Auditor|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $190,185

- **Estimated Expense Ratio:** 57.619% 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|$243,749|—|—|$6,000|—|

| 2023|$187,882|—|—|$5,750|—|

| 2022|$237,796|—|—|—|$6,250|

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