# Board Of Trustees Of The Worcester Plumbers & Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-worcester-plumbers-046124621-501

> Board Of Trustees Of The Worcester Plumbers &'s Health & Welfare plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Worcester Plumbers &

- **Sponsor EIN:** 046124621

- **Sponsor Address:** 8 FAIRFIELD BLVD SUITE 105 /, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 282

- **Total Assets:** $10.4M

## 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|282|$10.4M|$3.5M|$425,924|

| 2023|280|$10.4M|$3.6M|$381,680|

| 2022|258|$9.8M|$3.1M|$447,700|

## 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|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$50,916|—|$50,916|

| SEGAL COMPANY|Other Service Provider|$37,750|—|$37,750|

| ROBERT M. CHEVERIE & ASSOCIATES|Other Service Provider|$24,000|—|$24,000|

| NOVAK FRANCELLA, LLC|Auditor|$20,607|—|$20,607|

| BLUE CROSS BLUE SHIELD OF MA|Other Service Provider|—|$13,177|$13,177|

| MORGAN STANLEY GLOBAL BANKING|Recordkeeper|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,450

- **Estimated Expense Ratio:** 1.509% 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|$157,103|$10,000|$50,916|$16,400|—|

| 2023|$117,982|$10,000|$50,616|$15,900|—|

| 2022|$119,467|$10,000|$50,991|—|$52,532|

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