# Atlanta Plumbers & Steamfitters Retiree Health & Welfare Plan
Source: https://planprovider.pro/companies/atlanta-plumbers-steamfitters-retiree-371830040-501

> Atlanta Plumbers & Steamfitters Retiree's Health & Welfare plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlanta Plumbers & Steamfitters Retiree

- **Sponsor EIN:** 371830040

- **Sponsor Address:** 2010 NW 150TH AVE, STE 100, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 644

- **Total Assets:** $9.3M

## 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|644|$9.3M|$3.3M|$1.1M|

| 2023|718|$7.2M|$2.8M|$1.0M|

| 2022|864|$5.8M|$2.6M|$991,380|

## 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|

| NATIONAL EMPLOYEE BENEFITS ADMIN|Other Service Provider|$169,667|—|$169,667|

| WAGEWORKS, INC.|Other Service Provider|$39,228|—|$39,228|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$23,658|—|$23,658|

| NOVAK FRANCELLA, LLC|Auditor|$9,796|—|$9,796|

| HIGHLAND CAPITAL MANAGEMENT LP|Other Service Provider|$6,358|—|$6,358|

| REYNOLDS CONSULTING SERVICES, LLC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $253,707

- **Estimated Expense Ratio:** 2.722% 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|$229,338|$12,348|$169,667|$9,100|—|

| 2023|$290,854|$5,000|$195,667|$8,750|—|

| 2022|$226,562|$674|$188,333|—|$32,276|

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