Original filing (PDF)20250925074039NAL0007424833001

SHEET METAL WORKERS NATIONAL HEALTH FUND

Name: SHEET METAL WORKERS NATIONAL HEALTH FUND — Form 5500 (2024)
Creator: SHEET METAL WORKERS NATIONAL HEALTH FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 3

28% in single holding~399 bps in Sched C feesNo recordkeeper disclosed

Active participants

4,309

Accounts w/ balance

—

Plan assets (EOY)

$69.1M

Net assets (EOY)

$61.2M

How this plan invests

This plan

11 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS NATIONAL HEALTH FUND.

Plan sponsor

Name

SHEET METAL WORKERS NATIONAL HEALTH FUND

EIN

52-1466749

Address

2001 CALDWELL DRIVE · GOODLETSVILLE, TN · 37072

Phone

(615) 859-0131

Industry

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)

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP, PLLC

Trustee / custodian

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOUTHERN BENEFIT ADMINISTRATORS INC	62-1116095	—	ADMINISTRATOR	$2.6M	—
STRANCH, JENNINGS & GARVEY PLLC	62-0513048	—	NONE	$82K	—
FIRST HORIZON BANK	62-6174729	—	NONE	$59K	—
CALIBRE CPA GROUP, PLLC	47-0900880	—	NONE	$35K	—
MORGAN STANLEY	26-4310632	—	NONE	$20K	—

Investments

11 direct securities· $58.5M(85% of reported assets)

Uncategorized

$56.6M

10 holdings

Mutual Funds

$1.9M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO Income I2 Mutual Fund N/A	—	—	$16.1M	$16.1M	23.3%
Metropolitan West Tot Ret Bd I Mutual Fund N/A	—	—	$17.8M	$15.9M	23.0%
Blackrock Low Dur Bd Inv Inst Mutual Fund N/A	—	—

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