# Board Of Trustees - Southwest Laborers' Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-southwest-laborers-health-and-welfare-plan-746104544-501

> Board Of Trustees - Southwest Laborers' Health And Welfare Plan's Health & Welfare plan: 1,356 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Southwest Laborers' Health And Welfare Plan

- **Sponsor EIN:** 746104544

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 37070

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,356

- **Total Assets:** $15.2M

## 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|1,356|$15.2M|$15.2M|$53,828|

| 2023|1,286|$12.6M|$13.2M|$64,426|

| 2022|1,571|$14.3M|$13.5M|$50,342|

## 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|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$771,425|—|$771,425|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$408,000|—|$408,000|

| RYAN BENEFITS, INC.|Other Service Provider|$81,250|—|$81,250|

| SWIFTMD|Other Service Provider|$35,748|—|$35,748|

| DANIELS, IRWIN & AYLOR|Auditor|$20,100|—|$20,100|

| UBS FINANCIAL SERVICES, INC.|Recordkeeper|$18,281|—|$18,281|

| HEALTHSMART|Other Service Provider|$15,131|—|$15,131|

| ROBEIN, URANN, SPENCER, PICARD APLC|Other Service Provider|$11,590|—|$11,590|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,361,525

- **Estimated Expense Ratio:** 8.934% 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|$1,537,237|$18,281|$408,000|$20,100|—|

| 2023|$1,497,072|$24,837|$408,000|$15,910|—|

| 2022|$1,418,694|$26,405|$408,000|—|$37,397|

## Similar Plans

- [Board Of Trustees Of The Southern District Ubc Defined Contribution F](https://planprovider.pro/companies/board-of-trustees-of-the-central-south-carpenters-and-millwrights-defi-plan) — 51,643 participants

- [Smart Retirement Solutions, INC.](https://planprovider.pro/companies/smart-retirement-solutions-inc-401k-plan) — 6,378 participants

- [Trustees Of The Florida Ubc Supplemental Pension Plan](https://planprovider.pro/companies/trustees-of-the-florida-ubc-supplemental-pension-plan-plan) — 6,292 participants

- [Administrative Group, LLC Dba Transamerica Fiduciary Services](https://planprovider.pro/companies/administrative-group-llc-dba-transamerica-fiduciary-services-401k-plan-008) — 4,941 participants

- [Board Of Trustees Southeastern Ironworker Health Care Plan](https://planprovider.pro/companies/board-of-trustees-southeastern-ironworker-health-care-plan-630334002-501) — 2,541 participants

- [Iron Workers District Council Of Tn & Vicinity Annuity Plan](https://planprovider.pro/companies/iron-workers-district-council-of-tn-vicinity-annuity-plan-plan) — 2,432 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-southwest-laborers-health-and-welfare-plan-746104544-501)

© 2026 PlanProvider.Pro