# Board Of Trustees Northwestern Ohio Plumbers And Pipefitters Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-northwestern-ohio-plumbers-and-pipefitters-344443218-501

> Board Of Trustees Northwestern Ohio Plumbers And Pipefitters's Health & Welfare plan: 1,396 participants, plan year 2025 financials, providers, and benchmark…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Northwestern Ohio Plumbers And Pipefitters

- **Sponsor EIN:** 344443218

- **Sponsor Address:** 7570 CAPLE BLVD STE B, NORTHWOOD, OH, 43619

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,396

- **Total Assets:** $91.0M

## 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|1,396|$91.0M|$0|$0|

| 2024|1,999|$83.7M|$30.4M|$969,014|

| 2023|1,924|$75.3M|$26.9M|$56,384|

| 2022|1,248|$50.6M|$22.9M|$146,034|

## 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|

| OPTUM RX INC|Other Service Provider|$4,352,881|$23,143|$4,376,024|

| BENESYS INC|Other Service Provider|$244,500|$22,425|$266,925|

| AMERICAN HEALTH HOLDING|Other Service Provider|$259,482|—|$259,482|

| ST. VINCENT MERCY MEDICAL CENTER|Other Service Provider|$138,305|—|$138,305|

| NOVARA LAW GROUP, PLLC|Other Service Provider|$136,995|—|$136,995|

| MULTI PLAN, INC.|Other Service Provider|$112,984|—|$112,984|

| FRONTPATH HEALTH COALITION|Other Service Provider|$81,567|—|$81,567|

| DELTA DENTAL|Other Service Provider|$72,737|—|$72,737|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$62,438|—|$62,438|

| TITUS & URBANSKI, INC.|Other Service Provider|$29,700|—|$29,700|

| PACIFIC ASSET MANAGEMENT|Other Service Provider|$28,357|—|$28,357|

| PREMIER HEALTHCARE|Other Service Provider|$27,914|—|$27,914|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$25,000|—|$25,000|

| CUNI, RUST, & STRENK INC|Other Service Provider|$12,500|—|$12,500|

| MACQUEEN AND ASSOCIATES LLC|Other Service Provider|$11,443|$850|$12,293|

| K ROSE ASSOCIATES LLC|Other Service Provider|$9,815|—|$9,815|

| STEFANSKY & HOLLOWAY|Other Service Provider|$5,914|—|$5,914|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,658,950

- **Estimated Expense Ratio:** 6.221% 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|$30,719,576|$38,315|$244,500|$29,700|—|

| 2024|$1,825,109|$36,534|$247,275|$50,000|—|

| 2023|$1,366,459|$41,718|$212,818|$23,100|—|

| 2022|$1,208,908|$42,550|$24,675|—|$153,753|

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