Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Welfare Fund
- Sponsor EIN: 446012692
- Sponsor Address: 2329 SOUTH 22ND STREET, ST. JOSEPH, MO, 64503
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 180
- Total Assets: $5.9M
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 | 180 | $5.9M | $4.1M | $65,282 |
| 2023 | 161 | $4.5M | $3.9M | $71,544 |
| 2022 | 141 | $3.0M | $3.4M | $72,013 |
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 |
|---|---|---|---|---|
| AETNA | Other Service Provider | $148,852 | — | $148,852 |
| THE SEGAL COMPANY | Other Service Provider | $80,321 | — | $80,321 |
| DEBOER & ASSOCIATES, PC | Auditor | $18,260 | — | $18,260 |
| PLUMBERS LOCAL UNION 45 | Other Service Provider | $13,347 | — | $13,347 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,780
- Estimated Expense Ratio: 4.453% 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 | $118,019 | $1,560 | $13,347 | $16,700 | — |
| 2023 | $76,650 | $1,087 | $4,500 | $16,200 | — |
| 2022 | $74,709 | — | — | — | $65,695 |