# Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-and-pipefitters-local-553-health-welfare-370695761-501

> Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare's Health & Welfare plan: 263 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare

- **Sponsor EIN:** 370695761

- **Sponsor Address:** 2 SOUTH WESLEY DRIVE, EAST ALTON, IL, 620242031

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 263

- **Total Assets:** $7.0M

## 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|263|$7.0M|$3.0M|$264,886|

| 2023|250|$7.0M|$2.8M|$291,133|

| 2022|209|$8.7M|$2.8M|$330,362|

## 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|

| BRADLEY BEST|Other Service Provider|$125,070|—|$125,070|

| GROUP ADMINISTRATORS, LTD.|Other Service Provider|$102,180|—|$102,180|

| MERYL KEENAN|Other Service Provider|$51,896|—|$51,896|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$22,758|—|$22,758|

| MORICE LIST & ASSOC. LLC|Other Service Provider|$19,500|—|$19,500|

| ANDERS MINKLER HUBER & HELM LLP|Auditor|$15,000|—|$15,000|

| HAMMOND & SHINNERS, PC|ERISA Attorney|$8,523|—|$8,523|

| SEGAL SELECT INSURANCE|Other Service Provider|$7,809|—|$7,809|

| EKON BENEFITS|Other Service Provider|$6,710|—|$6,710|

### 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

- [HAMMOND & SHINNERS, PC](https://planprovider.pro/provider/hammond-and-shinners-pc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $359,446

- **Estimated Expense Ratio:** 5.165% 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|$528,779|$10,623|$125,173|$26,485|—|

| 2023|$333,929|$13,246|$112,312|$24,270|—|

| 2022|$354,380|$15,487|$98,760|—|$51,034|

## Similar Plans

- [Trustees Of Pipe Fitters Association Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-association-local-597-plan) — 9,410 participants

- [Trustees Of Pipe Fitters Welfare Fund](https://planprovider.pro/companies/trustees-of-pipe-fitters-welfare-fund-362141703-501) — 6,745 participants

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- [Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130](https://planprovider.pro/companies/board-of-trustees-for-the-plumber-s-retirement-savings-fund-local-130-plan) — 6,239 participants

- [Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-501) — 3,685 participants

- [Trustees Of The Plumbers Pension Fund, Local 130, U.A.](https://planprovider.pro/companies/trustees-of-the-plumbers-pension-fund-local-130-u-a-366489579-001) — 3,098 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-plumbers-and-pipefitters-local-553-health-welfare-370695761-501)

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