# Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-20-south-bend-area-pension-fund-356054275-001

> Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund's DB plan: 297 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund

- **Sponsor EIN:** 356054275

- **Sponsor Address:** 2605 SOUTH MAIN STREET, SOUTH BEND, IN, 46614

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 297

- **Total Assets:** $36.0M

## 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|297|$36.0M|$4.4M|$0|

| 2023|198|$31.0M|$3.0M|$0|

| 2022|188|$27.7M|$2.7M|$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|

| CHEIRON|Other Service Provider|$50,310|—|$50,310|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$26,129|—|$26,129|

| LEDBETTER PARTNERS LLC|Other Service Provider|$22,845|—|$22,845|

| HEALTHSCOPE BENEFITS|Other Service Provider|$22,500|—|$22,500|

| MARINER|Other Service Provider|$20,000|—|$20,000|

| RMB CAPITAL MANAGEMENT, LLC|Other Service Provider|$14,889|—|$14,889|

| AMALGAMATED BANK|Other Service Provider|$10,343|—|$10,343|

| LEGACY PROFESSIONALS LLP|Auditor|$8,400|—|$8,400|

| CHEVY CHASE TRUST INV ADVISOR|Other Service Provider|$5,895|—|$5,895|

| LYRICAL PARTNERS|Other Service Provider|$5,509|—|$5,509|

### 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:** $186,820

- **Estimated Expense Ratio:** 0.519% 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|$217,977|$56,636|$22,500|$8,400|—|

| 2023|$239,495|$87,737|$22,500|$8,400|—|

| 2022|$199,796|$52,651|$22,500|—|$69,880|

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