# Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-worker-local-219-employee-benefit-fund-363192254-501

> Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund's Health & Welfare plan: 399 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Worker Local 219 Employee Benefit Fund

- **Sponsor EIN:** 363192254

- **Sponsor Address:** 3316 PUBLISHERS DR, ROCKFORD, IL, 61109

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 399

- **Total Assets:** $15.0M

## 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|399|$15.0M|$9.1M|$283,041|

| 2023|406|$11.8M|$8.2M|$238,639|

| 2022|390|$9.4M|$6.8M|$247,406|

## 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|

| TRUE SCRIPTS|Other Service Provider|$588,671|—|$588,671|

| EMPLOYERS COALITION ON HEALTH|Other Service Provider|$402,477|—|$402,477|

| NORTHERN ILLINOIS HEALTH PLAN|Other Service Provider|$256,226|—|$256,226|

| SMART LOCAL 219|Other Service Provider|$68,275|—|$68,275|

| LEGACY PROFESSIONALS LLP|Auditor|$48,105|—|$48,105|

| DMI GROUP, INC.|Other Service Provider|$26,400|—|$26,400|

| ILLINOIS BANK & TRUST|Other Service Provider|$17,656|—|$17,656|

| MEKETA INVESTMENT GROUP|Other Service Provider|$12,000|—|$12,000|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$11,672|—|$11,672|

| O'SULLIVAN AND ASSOCIATES|Other Service Provider|$5,800|—|$5,800|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,437,282

- **Estimated Expense Ratio:** 9.555% 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|$219,751|$12,000|—|$38,585|—|

| 2023|$173,169|$12,000|—|$27,729|—|

| 2022|$151,727|$12,000|—|—|$71,489|

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