# Board Of Trustees Laborers' National H&W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-national-h-w-fund-521601994-501

> Board Of Trustees Laborers' National H&W Fund's Health & Welfare plan: 1,979 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Laborers' National H&W Fund

- **Sponsor EIN:** 521601994

- **Sponsor Address:** 905 16TH STREET, NW, WASHINGTON, DC, 20006

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,979

- **Total Assets:** $82.1M

## 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.|

| 2025|1,979|$82.1M|$0|$0|

| 2024|2,030|$80.8M|$31.1M|$32,532|

| 2023|2,043|$72.6M|$29.3M|$39,226|

| 2022|2,057|$67.5M|$29.2M|$65,114|

## 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 AND LIFE INSURANCE CO|Other Service Provider|$1,071,761|—|$1,071,761|

| LIUNA STAFF AND AFFILIATES PENSION|Other Service Provider|$167,219|—|$167,219|

| SEGAL COMPANY|Other Service Provider|$122,000|—|$122,000|

| JAMES S. RAY|Other Service Provider|$92,999|—|$92,999|

| EMPLOYEE2|Other Service Provider|$89,314|—|$89,314|

| JPMORGAN INVESTMENT MGMT|Other Service Provider|$88,277|—|$88,277|

| EMPLOYEE3|Other Service Provider|$86,358|—|$86,358|

| EXPRESS SCRIPTS|Other Service Provider|$81,816|—|$81,816|

| EMPLOYEE1|Other Service Provider|$58,838|—|$58,838|

| CALIBRE CPA GROUP PLLC|Other Service Provider|$35,200|—|$35,200|

| SEGAL MARCO ADVISORS|Other Service Provider|$30,000|—|$30,000|

| BANK OF NEW YORK MELLON|Other Service Provider|$5,640|—|$5,640|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,929,422

- **Estimated Expense Ratio:** 2.350% 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|

| 2025|$34,607,304|$123,917|$167,219|$35,200|—|

| 2024|$2,359,999|$119,353|$106,252|$35,200|—|

| 2023|$2,238,735|$113,529|$104,515|$31,700|—|

| 2022|$2,332,997|$112,513|$545,718|—|$265,774|

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