# Board Of Trustees Plumbers And Steamfitters Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-and-steamfitters-812957600-503

> Board Of Trustees Plumbers And Steamfitters&#39;s Health &amp; Welfare plan: 2,500 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 Plumbers And Steamfitters

- **Sponsor EIN:** 812957600

- **Sponsor Address:** 2300 ST. JOSEPH INDUSTRIAL PARK DR, EVANSVILLE, IN, 47720

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 2,500

- **Total Assets:** $647,165

## 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|2,500|$647,165|$0|$8.2M|

| 2023|2,200|$508,062|$0|$6.2M|

| 2022|2,000|$446,896|$0|$5.2M|

## 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|

| ANDERS MINKLER HUBER & HELM|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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