# Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-phoenix-painting-industry-health-and-welfare-tr-fund-866051048-501

> Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund's Health & Welfare plan: 625 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund

- **Sponsor EIN:** 866051048

- **Sponsor Address:** PO BOX 43170, PHOENIX, AZ, 850803170

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 625

- **Total Assets:** $12.3M

## 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|625|$12.3M|$7.8M|$24,336|

| 2023|579|$10.1M|$6.5M|$0|

| 2022|516|$8.0M|$4.8M|$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|

| BLUE CROSS BLUE SHIELD OF ARIZONA|Other Service Provider|$346,402|—|$346,402|

| THE SEGAL COMPANY|Recordkeeper|$48,800|—|$48,800|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$45,531|—|$45,531|

| KELLEY LAW GROUP|ERISA Attorney|$12,987|—|$12,987|

| MERRILL LYNCH|Other Service Provider|$11,872|—|$11,872|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$10,082|—|$10,082|

| SEGAL SELECT INSURANCE BROKERAGE|Other Service Provider|$6,075|—|$6,075|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [KELLEY LAW GROUP](https://planprovider.pro/provider/kelley-law-group-pllc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $481,749

- **Estimated Expense Ratio:** 3.920% 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|$490,019|$11,872|$40,356|$10,082|—|

| 2023|$424,464|$8,717|$40,356|$10,000|—|

| 2022|$334,677|$7,397|$39,762|—|$58,709|

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