# Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-steamfitters-union-local-no-10-526047277-501

> Board Of Trustees, Plumbers & Steamfitters Union Local No. 10's Health & Welfare plan: 399 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/daniels-irwin-and-aylor) — 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|

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