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Original filing (PDF)20260311113026NAL0005260336004
BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL 218 HLTH & WELF FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 218 WELFARE FUND
Health & welfare plan
Signals · 3
~592 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
310
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$2.2M
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
- 592 bps in Schedule C fees — 1038% above peer band of 52 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 BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL 218 HLTH & WELF FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL 218 HLTH & WELF FUND
EIN
43-1656591
Address
2855 VIA VERDE DR · SPRINGFIELD, IL · 62703
Phone
(217) 529-0161
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
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
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | ST. LOUIS, MO | N/A | $138K | — |
| MARSH & MCLENNAN AGENCY LLC | — | ST LOUIS, MO | N/A | $29K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | CHICAGO, IL | N/A | $27K | — |
| CAVANAGH & O'HARA | 37-1259635 | SPRINGFIELD, IL | N/A | $27K | — |
| SHEET METAL WORKERS 218 UNION | 37-1220876 | SPRINGFIELD, IL | AFFILIATED LOCAL OF PLAN | $19K | — |
| MANNING & NAPIER | 16-0995736 | NORTHFIELD, IL | N/A | $8K | — |
| UNITED ACTURIAL | 35-2156428 | — | NONE | $8K | — |
| MILLIMAN | — | ST LOUIS, MO | NONE | $7K | — |
| DATA RESEARCH GROUP | — | CULPEPER, VA | NONE | $6K | — |
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.