# Trustees Of Sheet Metal Workers' Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-health-plan-203804404-501

> Trustees Of Sheet Metal Workers' Health Plan's Health & Welfare plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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