# Board Of Trustees Of Plumbers 74 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-74-welfare-fund-516174595-501

> Board Of Trustees Of Plumbers 74 Welfare Fund's Health & Welfare plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Plumbers 74 Welfare Fund

- **Sponsor EIN:** 516174595

- **Sponsor Address:** 501 CARR RD SUITE 220, WILMINGTON, DE, 198092866

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 561

- **Total Assets:** $23.2M

## 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|561|$23.2M|$12.3M|$1.2M|

| 2023|554|$20.9M|$12.4M|$1.1M|

| 2022|501|$20.0M|$9.6M|$1.2M|

## 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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$332,996|—|$332,996|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$120,994|—|$120,994|

| BOLTON PARTNERS INC|Other Service Provider|$49,316|—|$49,316|

| YOUNG CONAWAY STARGATT TAYLOR|Other Service Provider|$41,279|—|$41,279|

| DELTA DENTAL|Other Service Provider|$38,712|—|$38,712|

| WHISMAN GIORDANO & ASSOCIATES LLC|Auditor|$25,692|—|$25,692|

| SAGE ADVISORY SERVICES|Other Service Provider|$24,027|—|$24,027|

| HOLROYD GELMAN, P.C.|Other Service Provider|$17,045|—|$17,045|

| NOVAK FRANCELLA|Auditor|$13,849|—|$13,849|

| MORGAN STANLEY SMITH BARNEY|Recordkeeper|$12,500|—|$12,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHISMAN GIORDANO & ASSOCIATES LLC](https://planprovider.pro/provider/whisman-giordano-and-associates-llc) — Auditor

- [NOVAK FRANCELLA](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $676,410

- **Estimated Expense Ratio:** 2.919% 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|$750,501|$45,966|$107,623|—|—|

| 2023|$698,019|$38,765|$101,828|—|—|

| 2022|$732,672|$36,478|$98,874|—|$184,881|

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