# Bd Of Tees Of Steamfitters Lu 420 Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-tees-of-steamfitters-lu-420-welfare-plan-232715454-501

> Bd Of Tees Of Steamfitters Lu 420 Welfare Plan's Health & Welfare plan: 2,856 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Tees Of Steamfitters Lu 420 Welfare Plan

- **Sponsor EIN:** 232715454

- **Sponsor Address:** 14420 TOWNSEND ROAD, SUITE B, PHILADELPHIA, PA, 191541028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,856

- **Total Assets:** $235.3M

## 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|2,856|$235.3M|$76.7M|$16.0M|

| 2023|2,801|$224.2M|$77.0M|$17.2M|

| 2022|2,757|$204.8M|$74.5M|$15.2M|

## 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|

| INDEPENDENCE BLUE CROSS|Other Service Provider|$2,302,309|—|$2,302,309|

| GUARDIAN NURSES HEALTHCARE ADVOCATE|Other Service Provider|$445,584|—|$445,584|

| ZENITH AMERICAN SOLUTIONS,INC|Other Service Provider|$375,797|—|$375,797|

| SAGE ADVISORY SERVICES, LTD CO.|Other Service Provider|$148,514|—|$148,514|

| CONNER STRONG & BUCKELEW|Other Service Provider|$126,750|—|$126,750|

| DANIEL A. WINTERS & COMPANY, CPAS|Auditor|$108,536|—|$108,536|

| EMPLOYEE A|Recordkeeper|$85,053|—|$85,053|

| UNITED CONCORDIA COMPANIES INC|Other Service Provider|$83,694|—|$83,694|

| ALLIED TRADES ASSISTANCE PROGRAM|Other Service Provider|$75,260|—|$75,260|

| HELPSCRIPT LLC|Other Service Provider|$70,569|—|$70,569|

| EMPLOYEE B|Recordkeeper|$70,007|—|$70,007|

| KENNEDY PRINTING CO., INC.|Other Service Provider|$68,627|—|$68,627|

| CLEARY, JOSEM & TRIGIANI, LLP|Other Service Provider|$53,974|—|$53,974|

| AIM ADMINISTRATORS LLC|Other Service Provider|$52,500|—|$52,500|

| STEAMFITTERS LU 420 BUILDING FUND|Other Service Provider|$44,762|—|$44,762|

| KANG HAGGERTY & FETBROYT|Other Service Provider|$42,613|—|$42,613|

| EMPLOYEE C|Recordkeeper|$30,679|—|$30,679|

| EMPLOYEE D|Recordkeeper|$30,520|—|$30,520|

| MANIFESTO HEALTH|Other Service Provider|$26,148|—|$26,148|

| NATIONAL VISION ADMINISTRATORS LLC|Other Service Provider|$22,241|—|$22,241|

| MORGAN STANLEY WEALTH MGMT|Other Service Provider|$19,096|—|$19,096|

| CBIZ RETIREMENT PLAN SERVICES|Other Service Provider|$18,000|—|$18,000|

| PNC BANK, N.A.|Other Service Provider|$14,899|—|$14,899|

| XPAN LAW PARTNERS LLC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [DANIEL A. WINTERS & COMPANY, CPAS](https://planprovider.pro/provider/daniel-a-winters-and-company) — Auditor

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,321,132

- **Estimated Expense Ratio:** 1.836% 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|$4,416,293|$276,368|$2,570,291|$75,927|—|

| 2023|$4,361,826|$275,066|$2,585,511|$75,180|—|

| 2022|$3,812,244|$278,224|$2,319,073|—|$501,096|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-tees-of-steamfitters-lu-420-welfare-plan-232715454-501)

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