# 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-936021113-501

> 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:** 936021113

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,717

- **Total Assets:** $227.0M

## 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|$227.0M|$89.7M|$6.6M|

| 2023|3,549|$208.0M|$90.5M|$3.9M|

| 2022|3,466|$185.0M|$75.5M|$3.4M|

## 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|$1,347,695|—|$1,347,695|

| INNOVATIVE CARE MANAGEMENT, INC.|Other Service Provider|$221,882|—|$221,882|

| US BANK|Recordkeeper|$71,710|—|$71,710|

| MILLER KAPLAN ARASE LLP|Auditor|$70,190|—|$70,190|

| PROPEL INSURANCE|Other Service Provider|$65,340|—|$65,340|

| PSG CONSULTING, LLC|Other Service Provider|$48,000|—|$48,000|

| TORI A GETER|Other Service Provider|$36,061|—|$36,061|

| NUWEST INSURANCE SERVICES|Investment Advisor|$33,189|—|$33,189|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$31,934|—|$31,934|

| VERUS ADVISORY, INC.|Other Service Provider|$19,967|—|$19,967|

| LIFE LINE SCREENING|Other Service Provider|$12,084|—|$12,084|

| BROWNSTEIN RASK LLP|Other Service Provider|$9,207|—|$9,207|

| J THAYER COMPANY|Other Service Provider|$5,622|—|$5,622|

### 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

- [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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,972,881

- **Estimated Expense Ratio:** 0.869% 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|$1,894,926|$18,300|$1,347,695|$33,390|—|

| 2023|$1,923,384|$20,000|$1,330,342|$31,800|—|

| 2022|$1,594,757|$54,179|$1,039,810|—|$219,174|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-936021113-501)

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