# Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-sheet-metal-workers-local-union-no-20-welfare-benefit-fund-356028684-501

> Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund's 401(k) plan: 3,252 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund

- **Sponsor EIN:** 356028684

- **Sponsor Address:** 2828 EAST 45TH STREET, INDIANAPOLIS, IN, 46205

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,252

- **Total Assets:** $174.7M

## 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|3,252|$174.7M|$63.1M|$6.6M|

| 2023|2,803|$155.7M|$51.7M|$6.9M|

| 2022|2,616|$136.8M|$46.4M|$6.7M|

## 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|

| ANTHEM INSURANCE COMPANIES, INC.|Other Service Provider|$1,573,764|—|$1,573,764|

| NAT'L EMPLOYEE BENEFITS ADMIN-NEBA|Other Service Provider|$554,028|$148,297|$702,325|

| HORIZON ACTUARIAL SERVICES LLC|Other Service Provider|$505,728|—|$505,728|

| COSTCO HEALTH SOLUTIONS|Other Service Provider|$331,455|—|$331,455|

| SONYA HOWARD|Recordkeeper|$178,505|—|$178,505|

| DELTA DENTAL PLAN OF INDIANA|Other Service Provider|$131,821|—|$131,821|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$104,254|—|$104,254|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$98,372|—|$98,372|

| VISION SERVICE PLAN|Other Service Provider|$70,074|—|$70,074|

| AMANDA KELLER|Recordkeeper|$64,678|—|$64,678|

| CYNTHIA PITMAN|Other Service Provider|$59,239|—|$59,239|

| LEGACY PROFESSIONALS LLP|Auditor|$49,500|—|$49,500|

| LEDBETTER PARTNERS, LLC|Other Service Provider|$49,079|—|$49,079|

| SUMMER HOWARD|Recordkeeper|$40,663|—|$40,663|

| ARIELLE MARTIN|Recordkeeper|$37,399|—|$37,399|

| CALIBRE CPA GROUP, PLLC|Auditor|$34,092|—|$34,092|

| EZ MAILING, LLC|Other Service Provider|$29,252|—|$29,252|

| KMR SYSTEMS|Other Service Provider|$26,305|—|$26,305|

### Verified Provider Profiles

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

- [SONYA HOWARD](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AMANDA KELLER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

- [SUMMER HOWARD](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ARIELLE MARTIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [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:** $4,086,505

- **Estimated Expense Ratio:** 2.339% 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|$1,395,083|$104,254|—|$49,500|—|

| 2023|$1,124,185|$92,949|—|$48,000|—|

| 2022|$894,902|$87,752|—|—|$303,501|

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