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Original filing (PDF)20250925120502NAL0009732176001
TRUSTEES OF SHEET METAL WORKER LOCAL 219 EMPLOYEE BENEFIT FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS' LOCAL 219 EMPLOYEE BENEFIT FUND
Health & welfare plan
Signals · 3
~957 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
399
Accounts w/ balance
—
Plan assets (EOY)
$15.0M
Net assets (EOY)
$14.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 957 bps in Schedule C fees — 3198% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF SHEET METAL WORKER LOCAL 219 EMPLOYEE BENEFIT FUND.
Plan sponsor
Name
TRUSTEES OF SHEET METAL WORKER LOCAL 219 EMPLOYEE BENEFIT FUND
EIN
36-3192254
Address
3316 PUBLISHERS DR · ROCKFORD, IL · 61109
Phone
(815) 226-1764
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUE SCRIPTS | — | WASHINGTON, IN | NONE | $589K | — |
| EMPLOYERS COALITION ON HEALTH | 36-3943539 | — | NONE | $402K | — |
| NORTHERN ILLINOIS HEALTH PLAN | 36-3467041 | — | NONE | $256K | — |
| SMART LOCAL 219 | 36-1764275 | — | AFFILIATED UNION | $68K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $48K | — |
| DMI GROUP, INC. | 20-2917318 | — | NONE | $26K | — |
| ILLINOIS BANK & TRUST | 36-1060280 | — | NONE | $18K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $12K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $12K | — |
| O'SULLIVAN AND ASSOCIATES | 20-8199367 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.