Plan Snapshot
- Plan Sponsor: Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- Sponsor EIN: 526047277
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 399
- Total Assets: $12.9M
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 | 399 | $12.9M | $6.8M | $853,486 |
| 2023 | 397 | $12.3M | $6.4M | $735,072 |
| 2022 | 416 | $13.3M | $6.1M | $693,996 |
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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $251,205 | — | $251,205 |
| ANTHEM BLUE CROSS BLUE SHIELD OF VA | Other Service Provider | $218,030 | — | $218,030 |
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $14,250 | — | $14,250 |
| BNY MELLON | Other Service Provider | $10,119 | — | $10,119 |
| O'DONOGHUE & O'DONOGHUE | Other Service Provider | $6,021 | — | $6,021 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $504,625
- Estimated Expense Ratio: 3.897% 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 | $649,738 | $15,119 | $243,600 | $14,250 | — |
| 2023 | $606,276 | $17,585 | $213,600 | $15,650 | — |
| 2022 | $596,089 | $16,187 | $210,600 | — | $38,866 |