# Beverage & Brewery Drivers Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/beverage-brewery-drivers-health-welfare-fund-526056136-501

> Beverage & Brewery Drivers Health & Welfare Fund's Health & Welfare plan: 656 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beverage & Brewery Drivers Health & Welfare Fund

- **Sponsor EIN:** 526056136

- **Sponsor Address:** 603 STANWIX ST, SUTIE 1500, PITTSBURGH, PA, 152221024

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 656

- **Total Assets:** $19.6M

## 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|656|$19.6M|$7.4M|$274,422|

| 2023|684|$15.9M|$7.6M|$298,592|

| 2022|632|$13.2M|$6.3M|$282,091|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$133,497|$82,924|$216,421|

| CAREFIRST PPO|Other Service Provider|$78,119|—|$78,119|

| AMERICAN HEALTH HOLDING|Other Service Provider|$40,714|—|$40,714|

| SEGAL COMPANY|Other Service Provider|$33,958|—|$33,958|

| KEYPRO ACQUISITIONS, INC.|Other Service Provider|$24,186|—|$24,186|

| SAVASTA & CO.|Other Service Provider|$18,375|—|$18,375|

| CALIBRE CPA GROUP|Auditor|$18,000|—|$18,000|

| MCCHESNEY & DALE|Other Service Provider|$14,190|—|$14,190|

| WELLS FARGO|Other Service Provider|$8,272|—|$8,272|

| JOHN SMINKEY|Custodian / Trustee|$5,802|—|$5,802|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [JOHN SMINKEY](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $458,037

- **Estimated Expense Ratio:** 2.335% 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|$399,355|$33,958|$108,522|$3,190|—|

| 2023|$431,791|$14,583|$116,155|—|—|

| 2022|$450,243|$8,825|$93,404|—|$144,264|

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