Plan Snapshot
- Plan Sponsor: Trustees Of Sheet Metal Workers' Health Plan
- Sponsor EIN: 203804404
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 190
- Total Assets: $23.5M
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 | 190 | $23.5M | $4.4M | $0 |
| 2023 | 158 | $21.2M | $4.3M | $0 |
| 2022 | 158 | $18.7M | $4.5M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | Other Service Provider | $144,000 | — | $144,000 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $107,862 | — | $107,862 |
| DELTA DENTAL OF THE D.C. OF COLUMBI | Other Service Provider | $27,024 | — | $27,024 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $21,341 | — | $21,341 |
| CALIBRE CPA GROUP PLLC | Auditor | $20,400 | — | $20,400 |
| MOONEY, GREEN, SAINDON MURPHY&WELCH | Other Service Provider | $16,311 | — | $16,311 |
| TELEMEDICINE MANAGEMENT, INC | Other Service Provider | $12,073 | — | $12,073 |
| UNION EAP, LLC | Other Service Provider | $8,243 | — | $8,243 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $7,750 | — | $7,750 |
| EXPRESS SCRIPTS | Other Service Provider | $6,491 | — | $6,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $371,495
- Estimated Expense Ratio: 1.582% 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 | $239,869 | $21,341 | $144,000 | $20,400 | — |
| 2023 | $233,719 | $18,865 | $144,000 | $19,814 | — |
| 2022 | $255,358 | $18,325 | $144,000 | — | $74,406 |