# Board Of Trustees Of Rwdsiui Health And Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-rwdsiui-health-and-benefit-fund-630708443-501

> Board Of Trustees Of Rwdsiui Health And Benefit Fund's Health & Welfare plan: 2,317 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Rwdsiui Health And Benefit Fund

- **Sponsor EIN:** 630708443

- **Sponsor Address:** 1901 10TH AVENUE SOUTH, BIRMINGHAM, AL, 352052601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,317

- **Total Assets:** $68.8M

## 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|2,317|$68.8M|$46.5M|$112,781|

| 2023|2,106|$64.3M|$44.6M|$264,173|

| 2022|4,299|$59.1M|$46.7M|$208,844|

## 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|

| BLUE CROSS AND BLUE SHIELD|Other Service Provider|$1,324,754|—|$1,324,754|

| SAVE ON SP, LLC|Other Service Provider|$494,729|—|$494,729|

| THE SEGAL COMPANY|Actuary|$147,000|—|$147,000|

| CARR, RIGGS & INGRAM, LLC|Other Service Provider|$140,858|—|$140,858|

| JOSHUA BREWER|Other Service Provider|$101,439|—|$101,439|

| FRIEDMAN & ANSPACH|ERISA Attorney|$82,099|—|$82,099|

| STEPHANIE M THOMAS|Other Service Provider|$72,542|—|$72,542|

| LISA RODGERS|Other Service Provider|$49,423|—|$49,423|

| BRITTANY L HILL|Other Service Provider|$46,240|—|$46,240|

| JASON ZOEBELEIN|Other Service Provider|$41,098|—|$41,098|

| WESTERN ASSET MANAGEMENT COMPANY|Investment Advisor|$37,657|—|$37,657|

| PROSKAUER ROSE, LLP|ERISA Attorney|$30,226|—|$30,226|

| SEGAL MARCO ADVISORS|Investment Advisor|$27,083|—|$27,083|

| KURSTON GRAY|Other Service Provider|$26,718|—|$26,718|

| TYLER BYARS|Other Service Provider|$26,563|—|$26,563|

| VALORIE PACK|Other Service Provider|$25,907|—|$25,907|

| SARAH MOSS|Other Service Provider|$25,468|—|$25,468|

| LINDA J GRIFFIN|Other Service Provider|$25,267|—|$25,267|

| AMALGAMATED BANK|Custodian / Trustee|$13,681|—|$13,681|

| KDW ENTERPRISES, LLC|Other Service Provider|$8,570|—|$8,570|

| DIXIE ELECTRIC COMPANY, INC.|Other Service Provider|$6,113|—|$6,113|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,753,435

- **Estimated Expense Ratio:** 4.000% 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|$3,713,048|$76,884|$1,324,754|—|—|

| 2023|$3,573,154|$75,311|$1,351,495|—|—|

| 2022|$3,362,747|$89,121|$1,456,746|—|$365,341|

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