# Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-steamfitters-local-439-health-welfare-fund-371196886-501

> Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund's Health & Welfare plan: 120 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund

- **Sponsor EIN:** 371196886

- **Sponsor Address:** 1220 DONALD BAILEY DR, CASEYVILLE, IL, 622322086

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 120

- **Total Assets:** $9.5M

## 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|120|$9.5M|$2.9M|$245,236|

| 2023|123|$8.5M|$3.0M|$246,689|

| 2022|118|$8.1M|$2.3M|$246,222|

## 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|

| CITIZENS RX LLC|Other Service Provider|$201,376|—|$201,376|

| MERITAIN HEALTH|Other Service Provider|$101,264|—|$101,264|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$6,174|$38,923|$45,097|

| STEAMFITTERS LOCAL 439|Other Service Provider|$35,444|—|$35,444|

| EKON BENEFITS|Other Service Provider|$35,000|—|$35,000|

| ANDERS MINKLER HUBER & HELM LLP|Auditor|$23,775|—|$23,775|

| US BANK|Recordkeeper|$22,485|—|$22,485|

| H&H HEALTH ASSOCIATES|Other Service Provider|$21,311|—|$21,311|

| BUFFI GASS|Other Service Provider|$6,000|—|$6,000|

| HAMMOND AND SHINNERS, P.C.|Other Service Provider|$5,394|—|$5,394|

### Verified Provider Profiles

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

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $497,146

- **Estimated Expense Ratio:** 5.260% 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|$259,284|$22,485|$128,988|$23,775|—|

| 2023|$275,009|$21,124|$155,151|$23,772|—|

| 2022|$270,823|$24,642|$116,573|—|$63,064|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-steamfitters-local-439-health-welfare-fund-371196886-501)

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