# Board Of Trustees, U.A. Union Lo No 290 Plumber, Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-a-union-lo-no-290-plumber-931255764-501

> Board Of Trustees, U.A. Union Lo No 290 Plumber,'s Health & Welfare plan: 3,761 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, U.A. Union Lo No 290 Plumber,

- **Sponsor EIN:** 931255764

- **Sponsor Address:** 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,761

- **Total Assets:** $17.4M

## 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|3,761|$17.4M|$18.3M|$0|

| 2023|3,695|$15.3M|$17.7M|$0|

| 2022|3,466|$13.3M|$19.6M|$0|

## 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|Other Service Provider|$73,784|—|$73,784|

| TORI A GETER|Other Service Provider|$65,057|—|$65,057|

| MILLER KAPLAN ARASE LLP|Auditor|$18,640|—|$18,640|

| NUWEST INSURANCE SERVICES|Investment Advisor|$13,755|—|$13,755|

| US BANK|Recordkeeper|$10,080|—|$10,080|

| VERUS ADVISORY, INC.|Other Service Provider|$6,988|—|$6,988|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [NUWEST INSURANCE SERVICES](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,304

- **Estimated Expense Ratio:** 1.085% 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|$198,157|$6,988|$73,784|$18,270|—|

| 2023|$168,249|$20,148|$71,939|$17,400|—|

| 2022|$155,851|$19,518|$72,546|—|$50,981|

## Similar Plans

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-936021113-501) — 3,717 participants

- [Board Of Trustees, United Association Union Local No.](https://planprovider.pro/companies/board-of-trustees-united-association-union-local-no-plan) — 3,642 participants

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-plan-002) — 3,088 participants

- [Board Of Trustees, Sheet Metal Workers 16 Health Trust](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-16-health-trust-930757655-501) — 1,885 participants

- [Board Of Trustees, Idaho Plumbers And Pipefitters Pension Plan](https://planprovider.pro/companies/board-of-trustees-idaho-plumbers-and-pipefitters-pension-plan-826010346-001) — 1,508 participants

- [Board Of Trustees, Idaho Pipe Trades Trust Health & Welfare Plan](https://planprovider.pro/companies/board-of-trustees-idaho-pipe-trades-trust-health-welfare-plan-826030679-501) — 1,029 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-u-a-union-lo-no-290-plumber-931255764-501)

© 2026 PlanProvider.Pro