# Board Of Trustees, Texas Iron Workers' Health Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-texas-iron-workers-health-benefit-fund-746038639-501

> Board Of Trustees, Texas Iron Workers' Health Benefit Fund's Health & Welfare plan: 1,635 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Texas Iron Workers' Health Benefit Fund

- **Sponsor EIN:** 746038639

- **Sponsor Address:** 1600 HIGHWAY 6 SOUTH, SUITE 340, SUGAR LAND, TX, 77478

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,635

- **Total Assets:** $29.9M

## 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|1,635|$29.9M|$12.6M|$40,415|

| 2023|1,670|$26.7M|$14.0M|$49,685|

| 2022|1,324|$21.4M|$8.9M|$107,500|

## 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|

| ZENITH-AMERICAN SOLUTIONS|Recordkeeper|$462,473|—|$462,473|

| THE SEGAL COMPANY|Actuary|$69,092|—|$69,092|

| BARROW HANLEY|Other Service Provider|$37,510|—|$37,510|

| CONNER & WINTERS|ERISA Attorney|$33,130|—|$33,130|

| HARPER & PEARSON|Auditor|$16,000|—|$16,000|

| EDWARDS AND LEATHERS, P.C.|Auditor|$10,500|—|$10,500|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Actuary

- [HARPER & PEARSON](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $628,705

- **Estimated Expense Ratio:** 2.102% 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|$748,446|$41,004|$496,659|$26,500|—|

| 2023|$725,834|$37,707|$467,754|$25,430|—|

| 2022|$606,290|$34,886|$349,325|—|$119,039|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-texas-iron-workers-health-benefit-fund-746038639-501)

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