# Board Of Trustees Of Plumbers Lu 690 Health Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-lu-690-health-plan-231512313-501 > Board Of Trustees Of Plumbers Lu 690 Health Plan's Health & Welfare plan: 900 participants, plan year 2024 financials, providers, and benchmarks from Form 55… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of Plumbers Lu 690 Health Plan - **Sponsor EIN:** 231512313 - **Sponsor Address:** 2791 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541296 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 900 - **Total Assets:** $68.0M ## 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.| | 2024|900|$68.0M|$24.9M|$1.4M| | 2023|941|$64.0M|$26.6M|$1.3M| | 2022|931|$59.2M|$25.2M|$1.4M| ## 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|Other Service Provider|$1,244,399|—|$1,244,399| | CHARTWELL INVESTMENT PARTNERS, LLC|Other Service Provider|$123,461|—|$123,461| | BOYD WATERSON ASSET MGMT, LLC|Other Service Provider|$119,703|—|$119,703| | EMPLOYEE A|Recordkeeper|$93,265|—|$93,265| | EMPLOYEE B|Recordkeeper|$82,390|—|$82,390| | THE MCKEOGH COMPANY|Other Service Provider|$79,558|—|$79,558| | PLUMBERS LOCAL UNION NO. 690|Other Service Provider|$48,037|—|$48,037| | EMPLOYEE C|Recordkeeper|$45,130|—|$45,130| | O'DONOGHUE & O'DONOGHUE LLP|Other Service Provider|$42,346|—|$42,346| | EMPLOYEE D|Recordkeeper|$41,498|—|$41,498| | DANIEL A. WINTERS AND COMPANY, CPAS|Auditor|$37,489|—|$37,489| | EMPLOYEE E|Recordkeeper|$37,147|—|$37,147| | KANG HAGGERTY|Other Service Provider|$36,438|—|$36,438| | EMPLOYEE F|Recordkeeper|$35,481|—|$35,481| | EMPLOYEE G|Recordkeeper|$35,131|—|$35,131| | STATE STREET GLOBAL ADVISORS|Other Service Provider|$30,311|—|$30,311| | INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$29,250|—|$29,250| | CAPSTONE INSURANCE|Other Service Provider|$28,018|—|$28,018| | EMPLOYEE H|Recordkeeper|$27,913|—|$27,913| | ALLIED TRADES ASSISTANCE PROGRAM|Other Service Provider|$27,373|—|$27,373| | ELMCRX SOLUTIONS LLC|Other Service Provider|$19,193|—|$19,193| | PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$11,079|—|$11,079| | NVA|Other Service Provider|$7,472|—|$7,472| | COMPUDAT SYSTEMS, INC.|Other Service Provider|$6,870|—|$6,870| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [DANIEL A. WINTERS AND COMPANY, CPAS](https://planprovider.pro/provider/daniel-a-winters-and-company) — Auditor - [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $2,288,952 - **Estimated Expense Ratio:** 3.368% 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|$2,250,303|$318,802|—|$37,489|—| | 2023|$2,313,784|$296,208|—|$35,628|—| | 2022|$2,067,156|$278,761|—|—|$214,923| ## Similar Plans - [Bd Of Tees Of Steamfitters Lu No 420 Srp](https://planprovider.pro/companies/bd-of-tees-of-steamfitters-lu-no-420-srp-plan) — 6,827 participants - [Bd Of Tees Of Steamfitters Lu 420 Welfare Plan](https://planprovider.pro/companies/bd-of-tees-of-steamfitters-lu-420-welfare-plan-232715454-501) — 2,856 participants - [Board Of Trustees Of Steamfitters Lu 420 Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-steamfitters-lu-420-pension-plan-plan) — 2,425 participants - [Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420](https://planprovider.pro/companies/bd-of-tees-of-scholarship-fd-of-steamfitters-lu-420-236919093-501) — 2,398 participants - [Sila Services, LLC](https://planprovider.pro/companies/sila-services-llc-401k-plan) — 1,808 participants - [Plumbers And Pipefitters Local 168 Retirement Plan](https://planprovider.pro/companies/plumbers-and-pipefitters-local-168-retirement-plan-311219497-003) — 1,522 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plumbers-lu-690-health-plan-231512313-501) © 2026 PlanProvider.Pro