# Board Of Trustees, U.A. Union Local No. 290 Plumber, Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-931143759-502

> Board Of Trustees, U.A. Union Local No. 290 Plumber,'s Health & Welfare plan: 3,717 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 931143759

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 3,717

- **Total Assets:** $366.9M

## 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|3,717|$366.9M|$27.0M|$0|

| 2023|3,549|$312.4M|$25.0M|$0|

| 2022|3,466|$252.3M|$27.1M|$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|$207,844|—|$207,844|

| NEWTON INVESTMENT MANAGEMENT|Other Service Provider|$182,307|—|$182,307|

| VOYA INVESTMENT MANAGEMENT|Other Service Provider|$68,914|—|$68,914|

| US BANK|Recordkeeper|$67,956|—|$67,956|

| WESTERN ASSET MANAGEMENT CO.|Other Service Provider|$53,576|—|$53,576|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$35,423|—|$35,423|

| VERUS ADVISORY, INC.|Other Service Provider|$33,880|—|$33,880|

| NUWEST INSURANCE SERVICES, INC|Investment Advisor|$21,197|—|$21,197|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$18,273|—|$18,273|

| MILLER KAPLAN ARASE LLP|Auditor|$16,800|—|$16,800|

| MILLIMAN, INC.|Recordkeeper|$13,656|—|$13,656|

### Verified Provider Profiles

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

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

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

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $719,826

- **Estimated Expense Ratio:** 0.196% 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|$732,830|$381,050|$207,844|$16,800|—|

| 2023|$704,570|$397,233|$205,664|$16,000|—|

| 2022|$636,023|$359,097|$203,876|—|$41,977|

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