# Bd Of Trustees Of Intl Heat And Frost Insulators Allied Workers 3 Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-intl-heat-and-frost-insulators-allied-workers-3-341286578-501

> Bd Of Trustees Of Intl Heat And Frost Insulators Allied Workers 3's Health & Welfare plan: 159 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Of Intl Heat And Frost Insulators Allied Workers 3

- **Sponsor EIN:** 341286578

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 159

- **Total Assets:** $7.4M

## 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|159|$7.4M|$4.0M|$61,020|

| 2023|152|$5.8M|$4.0M|$44,446|

| 2022|143|$5.2M|$4.0M|$76,519|

## 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|

| 5STAR LIFE INSURANCE COMPANY|Other Service Provider|$59,736|—|$59,736|

| BENESYS, INC.|Recordkeeper|$44,215|—|$44,215|

| PARK EDGE ADVISORS LLC|Investment Advisor|$39,842|—|$39,842|

| BARNES WENDLING CPA'S, INC.|Auditor|$28,851|—|$28,851|

| FRANTZ WARD ATTORNEYS AT LAW|ERISA Attorney|$13,825|—|$13,825|

| PNC BANK NA|Other Service Provider|$11,508|—|$11,508|

| INT'L FOUNDATION OF EBP'S|Other Service Provider|$5,338|—|$5,338|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,315

- **Estimated Expense Ratio:** 2.735% 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|$242,159|$2,515|$42,834|$28,851|—|

| 2023|$145,355|$34,349|$40,920|$27,023|—|

| 2022|$124,284|$31,000|$39,490|—|$31,173|

## Similar Plans

- [Sheet Metal, Air, Rail, And Transportation (Smart)](https://planprovider.pro/companies/sheet-metal-air-rail-and-transportation-smart-341031303-502) — 9,472 participants

- [Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement](https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-55-defined-contribution-plan) — 914 participants

- [Pipe Fitters Local Union No. 120 Insurance Fund](https://planprovider.pro/companies/pipe-fitters-local-union-no-120-insurance-fund-340747441-501) — 818 participants

- [Plumbers & Pipefitters Local 94](https://planprovider.pro/companies/plumbers-pipefitters-local-94-341324020-001) — 701 participants

- [Joint Board Of Trustees Plumbers Union Local 55 H&W](https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-h-w-340754952-501) — 515 participants

- [Plumbers & Pipefitters Local 94 Health & Welfare Plan](https://planprovider.pro/companies/plumbers-pipefitters-local-94-health-welfare-plan-346594978-501) — 421 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-of-intl-heat-and-frost-insulators-allied-workers-3-341286578-501)

© 2026 PlanProvider.Pro