# Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/smw-local-24-supplemental-unemploy-benefit-fund-board-of-trustees-311383887-501

> Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees's Health & Welfare plan: 681 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees

- **Sponsor EIN:** 311383887

- **Sponsor Address:** 5968 BRIDGETOWN ROAD, CINCINNATI, OH, 45248

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 681

- **Total Assets:** $4.1M

## 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|681|$4.1M|$572,129|$0|

| 2023|591|$3.6M|$383,900|$0|

| 2022|626|$3.3M|$370,583|$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|

| SOUDERS ADMINISTRATION SERVICES|Other Service Provider|$38,722|—|$38,722|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$18,316|—|$18,316|

| LEDBETTER PARTNERS LLC|Other Service Provider|$16,888|—|$16,888|

| KEY BANK|Other Service Provider|$8,781|—|$8,781|

| CAI INSURANCE DBA AEBS|Other Service Provider|$6,329|—|$6,329|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,036

- **Estimated Expense Ratio:** 2.150% 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|$92,810|—|$35,902|$18,316|—|

| 2023|$80,239|$7,803|$33,715|—|—|

| 2022|$66,737|$7,572|$34,731|—|$16,981|

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