# Board Of Trustees Of The Health & Welfare Fund Of Local Union 73 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-health-welfare-fund-of-local-union-73-237111189-501

> Board Of Trustees Of The Health & Welfare Fund Of Local Union 73's Health & Welfare plan: 101 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Health & Welfare Fund Of Local Union 73

- **Sponsor EIN:** 237111189

- **Sponsor Address:** 6051 CAREY DRIVE, VALLEY VIEW, OH, 44125

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 101

- **Total Assets:** $2.7M

## 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|101|$2.7M|$1.5M|$31,112|

| 2023|89|$2.6M|$1.4M|$65,951|

| 2022|89|$2.4M|$1.5M|$112,554|

## 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|

| CPI-HR|Other Service Provider|$55,000|—|$55,000|

| TEAMSTERS LOCAL 73 PENSION|Other Service Provider|$37,565|—|$37,565|

| J. SCHAEFER & COMPANY LLC|Auditor|$14,400|—|$14,400|

| FAULKNER HOFFMAN & PHILLIPS|Other Service Provider|$12,049|—|$12,049|

### Verified Provider Profiles

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

- [J. SCHAEFER & COMPANY LLC](https://planprovider.pro/provider/j-schaefer-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,014

- **Estimated Expense Ratio:** 4.348% 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|$143,087|$3,750|$37,565|$14,400|—|

| 2023|$140,963|$5,000|$29,665|$14,400|—|

| 2022|$102,313|$5,802|$25,787|—|$48,522|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-health-welfare-fund-of-local-union-73-237111189-501)

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