Plan Snapshot
- Plan Sponsor: Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund
- Sponsor EIN: 860576428
- Sponsor Address: 2550 W UNION HILLS DR STE 290, PHOENIX, AZ, 850275198
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $5.1M | $12,446 |
| 2023 | 768 | $7.8M | $5.6M | $9,561 |
| 2022 | 911 | $6.8M | $6.2M | $17,269 |
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 |
|---|---|---|---|---|
| CIGNA HEALTH & LIFE | Other Service Provider | $258,134 | — | $258,134 |
| SOUTHWEST SERVICE ADMIN | Other Service Provider | $153,794 | — | $153,794 |
| THE SEGAL COMPANY | Recordkeeper | $110,709 | — | $110,709 |
| SEGAL SELECT INSURANCE BROKERAGE | Other Service Provider | $21,842 | — | $21,842 |
| WEINBERG ROGER & ROSENFELD | Other Service Provider | $18,880 | — | $18,880 |
| BALDWIN MOFFITT BEHM LLP | Other Service Provider | $8,623 | — | $8,623 |
| LETTERSTREAM | Other Service Provider | $8,201 | — | $8,201 |
| VISION SERVICE PLAN | Other Service Provider | $7,384 | — | $7,384 |
| BOK FINANCIAL | Other Service Provider | $6,340 | — | $6,340 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $593,907
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 | $343,418 | — | $130,313 | $8,623 | — |
| 2023 | $352,760 | — | $147,518 | $8,500 | — |
| 2022 | $344,654 | $7,015 | $148,927 | — | $126,217 |