# Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-medical-benefit-fund-256032450-501

> Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund's Health & Welfare plan: 1,723 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund

- **Sponsor EIN:** 256032450

- **Sponsor Address:** 232 WISE ROAD, SUITE #330, HARMONY, PA, 16037

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,723

- **Total Assets:** $100.8M

## 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|1,723|$100.8M|$39.2M|$4.6M|

| 2023|1,716|$92.8M|$37.2M|$4.7M|

| 2022|1,686|$84.8M|$35.5M|$4.3M|

## 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|

| HIGHMARK|Other Service Provider|$1,475,164|—|$1,475,164|

| CDS ADMINISTRATORS|Other Service Provider|$308,528|—|$308,528|

| DELTA DENTAL|Other Service Provider|$76,746|—|$76,746|

| MOBILE MEDICAL CORPORATION|Other Service Provider|$66,790|—|$66,790|

| SEGAL MARCO ADVISORS|Other Service Provider|$57,000|—|$57,000|

| WINSLOW ASSET MANAGEMENT|Other Service Provider|$42,729|—|$42,729|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$40,378|—|$40,378|

| HENRY ROSSI & CO., LLP|Auditor|$34,470|—|$34,470|

| MEYER, UNKOVIC & SCOTT LLP|ERISA Attorney|$22,455|—|$22,455|

| ALLEGHENY COMMERCIAL PRINTING|Other Service Provider|$21,553|—|$21,553|

| BOYD WATTERSON|Other Service Provider|$17,974|—|$17,974|

| PNC INSTITUTIONAL INVESTMENTS|Other Service Provider|$10,248|—|$10,248|

| FOSTER & FOSTER|Other Service Provider|$9,600|—|$9,600|

### Verified Provider Profiles

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

- [HENRY ROSSI & CO., LLP](https://planprovider.pro/provider/henry-rossi-and-co-llp) — Auditor

- [MEYER, UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,183,635

- **Estimated Expense Ratio:** 2.165% 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|$677,937|$167,833|—|—|—|

| 2023|$533,252|$90,926|—|—|—|

| 2022|$549,082|$91,276|—|—|$105,679|

## Similar Plans

- [Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan](https://planprovider.pro/companies/bd-of-trustees-of-the-elev-constu-annuity-and-401k-ret-plan-401k-plan) — 28,341 participants

- [National Elevator Industry Pension Plan Plan Board Of Trustees](https://planprovider.pro/companies/national-elevator-industry-pension-plan-plan-board-of-trustees-plan) — 28,308 participants

- [National Elevator Industry Health Benefit Plan Board Of Trustees](https://planprovider.pro/companies/national-elevator-industry-health-benefit-plan-board-of-trustees-232790911-501) — 26,202 participants

- [Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund](https://planprovider.pro/companies/bd-of-tr-oper-eng-cons-industry-miscellaneous-pension-fund-plan) — 10,308 participants

- [Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund](https://planprovider.pro/companies/board-of-trustees-oper-eng-loc-66-annuity-and-savings-fund-plan) — 9,294 participants

- [Iupat District Council No. 21 Welfare Fund](https://planprovider.pro/companies/iupat-district-council-no-21-welfare-fund-912036994-501) — 4,586 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-medical-benefit-fund-256032450-501)

© 2026 PlanProvider.Pro