# Board Of Trustees Plumbers Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-welfare-fund-446012692-501

> Board Of Trustees Plumbers Welfare Fund's Health & Welfare plan: 180 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 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](https://planprovider.pro/provider/deboer-and-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|

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