# Board Of Trustees Of The Health & Welfare Benefits Trust For Certain Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-health-welfare-benefits-trust-for-certain-371542425-501

> Board Of Trustees Of The Health & Welfare Benefits Trust For Certain's Health & Welfare plan: 1,441 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Health & Welfare Benefits Trust For Certain

- **Sponsor EIN:** 371542425

- **Sponsor Address:** 60 BLVD OF THE ALLIES, 5TH FLOOR, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,441

- **Total Assets:** $31.0M

## 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|1,441|$31.0M|$2.6M|$650,851|

| 2023|1,437|$27.9M|$2.4M|$708,359|

| 2022|1,388|$24.4M|$0|$0|

## 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|

| CENTRAL DATA SERVICES, INC|Other Service Provider|$43,638|—|$43,638|

| BUCK GLOBAL, LLC|Other Service Provider|$35,020|—|$35,020|

| DURHAM, JONES & PINEGAR|ERISA Attorney|$25,114|—|$25,114|

| WITHUMSMITH & BROWN PC|Other Service Provider|$23,716|—|$23,716|

| INNOVEST PORTFOLIO SOLUTIONS LLC|Other Service Provider|$22,000|—|$22,000|

### Verified Provider Profiles

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

- [DURHAM, JONES & PINEGAR](https://planprovider.pro/provider/dentons-durham-jones-pinegar) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,488

- **Estimated Expense Ratio:** 0.482% 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|$180,122|—|$43,638|$23,716|—|

| 2023|$161,401|—|$43,495|$22,880|—|

| 2022|$152,603|$16,973|$43,372|—|$64,991|

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