# Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-and-op-engineers-agreement-h-w-trust-fund-860576428-501

> Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — 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|

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