# Birmingham P & S Lu 91 Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/birmingham-p-s-lu-91-welfare-fund-630461410-501

> Birmingham P & S Lu 91 Welfare Fund's 401(k) plan: 372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Birmingham P & S Lu 91 Welfare Fund

- **Sponsor EIN:** 630461410

- **Sponsor Address:** 3648 9TH AVEUE, N, BIRMINGHAM, AL, 35222

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 372

- **Total Assets:** $6.4M

## 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|372|$6.4M|$5.6M|$80,492|

| 2023|328|$6.1M|$5.0M|$163,123|

| 2022|350|$5.6M|$4.9M|$149,388|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$393,637|—|$393,637|

| RENEE WOOD|Other Service Provider|$109,753|—|$109,753|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$53,792|—|$53,792|

| THE SEGAL COMPANY|Other Service Provider|$37,833|—|$37,833|

| QUINN CONNER WEAVER DAVIES & ROUCO|Other Service Provider|$19,166|—|$19,166|

| RYAN BENEFITS|Other Service Provider|$15,000|—|$15,000|

| POTTER BRYANT & MOORE PC|Other Service Provider|$13,735|—|$13,735|

| INTECH HEALTH VENTURES|Other Service Provider|$8,738|—|$8,738|

| STANDARD VALUATIONS|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $659,654

- **Estimated Expense Ratio:** 10.303% 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|$787,615|$10,335|$447,429|$13,735|—|

| 2023|$707,831|$9,692|$368,598|$13,735|—|

| 2022|$688,116|$10,160|$388,574|—|$75,999|

## Similar Plans

- [Mechanical Contractors Ua Local 119 Pension Plan](https://planprovider.pro/companies/mechanical-contractors-ua-local-119-pens-plan) — 706 participants

- [Bps Local 91 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-birmingham-p-s-lu-91-pf-plan) — 389 participants

- [Leap Service Partners, LLC](https://planprovider.pro/companies/leap-service-partners-llc-200744468-501) — 336 participants

- [Plumbers & Steamfitters Local Union 52](https://planprovider.pro/companies/plumbers-steamfitters-local-union-52-237086384-501) — 309 participants

- [Plumbers & Steamfitters Local Union 52](https://planprovider.pro/companies/plumbers-steamfitters-local-union-52-plan) — 298 participants

- [Persons Services Corp](https://planprovider.pro/companies/persons-services-corp-631237523-502) — 276 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/birmingham-p-s-lu-91-welfare-fund-630461410-501)

© 2026 PlanProvider.Pro