# Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bargaining-assoc-steelworkers-local-14614-health-welfare-fund-556064846-501

> Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund's Health & Welfare plan: 507 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bargaining Assoc. Steelworkers Local 14614 Health & Welfare Fund

- **Sponsor EIN:** 556064846

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 507

- **Total Assets:** $5.3M

## 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|507|$5.3M|$10.1M|$152,869|

| 2023|446|$5.3M|$8.8M|$186,560|

| 2022|550|$5.1M|$7.0M|$196,462|

## 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|

| UMR|Other Service Provider|$149,618|—|$149,618|

| HIGHMARK BC BS WEST VIRGINIA|Other Service Provider|$51,219|—|$51,219|

| IMA INC.|Other Service Provider|$23,394|—|$23,394|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$10,418|—|$10,418|

| FRANK N HESTAND CPA PSC|Auditor|$9,000|—|$9,000|

| JOHN DASCOLI PLLC|Recordkeeper|$5,503|—|$5,503|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

- [JOHN DASCOLI PLLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,152

- **Estimated Expense Ratio:** 4.683% 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|$241,917|$10,418|$149,618|$9,000|—|

| 2023|$232,285|$10,282|$136,543|$9,000|—|

| 2022|$199,675|—|$113,699|—|$43,697|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bargaining-assoc-steelworkers-local-14614-health-welfare-fund-556064846-501)

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