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Original filing (PDF)20250411190224NAL0036768640001
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN
Health & welfare plan
Signals · 3
~238 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
3,643
Accounts w/ balance
—
Plan assets (EOY)
$218.5M
Net assets (EOY)
$203.7M
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
- 238 bps in Schedule C fees — 2276% above peer band of 10 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 SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN
EIN
94-2541328
Address
3240B CONSTITUTION DRIVE · LIVERMORE, CA · 94551
Phone
(925) 208-9994
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Welfare benefit codes
4A · Health (other than dental or vision)
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS | 38-2383171 | — | NONE | $2.7M | — |
| CALIFORNIA PHYSICIAN'S SERVICE | 94-0360524 | — | NONE | $937K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $439K | — |
| SMART SOURCE LLC | 30-0830429 | — | NONE | $181K | — |
| NORTHWEST PLAN SERVICES, INC | 91-2090931 | — | NONE | $179K | — |
| OPTUM RX INC. | 33-0441200 | — | NONE | $146K | — |
| HEALTHLINX LLC | 87-0660214 | — | NONE | $99K | — |
| KRAW LAW GROUP, APC | 32-0465891 | — | NONE | $93K | — |
| BEAT IT! PROGRAM, INC. | 77-0111619 | — | NONE | $92K | — |
| WEX HEALTH, INC. | 06-1593514 | — | NONE | $66K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $60K | — |
| IRON MOUNTAIN INC. | 23-2588479 | — | NONE | $49K | — |
| MAMMINI COMPANY, INC | 47-0879697 | — | NONE | $38K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $26K | — |
| ZELIS CLAIMS INTEGRITY, LLC | 84-2694744 | — | NONE | $21K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $16K | — |
| LINCOLN INVESTMENTS LLC | 23-1702591 | — | NONE | $10K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
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.