# Trustees-Sheet Metal Workers Local 270 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-sheet-metal-workers-local-270-welfare-fund-736098088-501

> Trustees-Sheet Metal Workers Local 270 Welfare Fund's Health & Welfare plan: 723 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-Sheet Metal Workers Local 270 Welfare Fund

- **Sponsor EIN:** 736098088

- **Sponsor Address:** 1863 N 105TH E AVE, TULSA, OK, 74116

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 723

- **Total Assets:** $6.6M

## 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|723|$6.6M|$4.9M|$47,062|

| 2023|613|$5.2M|$3.8M|$82,324|

| 2022|525|$4.0M|$3.0M|$107,843|

## 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|

| BLUE CROSS BLUE SHIELD OF OKLAHOMA|Other Service Provider|$215,763|—|$215,763|

| SHEET METAL WORKERS' LOCAL 270|Other Service Provider|$55,329|—|$55,329|

| IMA, INC.|Other Service Provider|$55,000|—|$55,000|

| JERRY ENDSLEY, CPA|Other Service Provider|$48,782|—|$48,782|

| ROYLE VAZQUEZ LLP|Other Service Provider|$17,776|—|$17,776|

| RXBENEFITS, INC.|Other Service Provider|$15,426|—|$15,426|

| MERRILL LYNCH|Other Service Provider|$13,792|—|$13,792|

| 98POINT6|Other Service Provider|$8,784|—|$8,784|

| MED-LABS, LLC DBA PICMED WELLNESS|Other Service Provider|$8,533|—|$8,533|

| MONAGHAN WARRICK KING|Other Service Provider|$6,345|—|$6,345|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $445,530

- **Estimated Expense Ratio:** 6.737% 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|$534,176|$13,792|$362,032|$17,776|—|

| 2023|$446,136|$13,810|$292,292|$18,202|—|

| 2022|$432,760|$18,515|$229,979|—|$92,931|

## Similar Plans

- [The Chickasaw Nation](https://planprovider.pro/companies/the-chickasaw-nation-731374986-502) — 9,820 participants

- [Chickasaw Nation](https://planprovider.pro/companies/chickasaw-nation-plan) — 8,384 participants

- [Chickasaw Nation Industries, INC.](https://planprovider.pro/companies/chickasaw-nation-industries-inc-731543162-501) — 1,559 participants

- [Cni Government, LLC](https://planprovider.pro/companies/cni-government-llc-401k-plan) — 1,430 participants

- [Cactus Drilling Company, LLC](https://planprovider.pro/companies/cactus-drilling-company-llc-270017663-501) — 1,011 participants

- [Kirby-Smith Machinery, INC.](https://planprovider.pro/companies/kirby-smith-machinery-inc-401k-plan) — 781 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-sheet-metal-workers-local-270-welfare-fund-736098088-501)

© 2026 PlanProvider.Pro