Plan Snapshot
- Plan Sponsor: Board Of Trustees Usw Hra Fund
- Sponsor EIN: 621548543
- Sponsor Address: 1101 KERMIT DR, STE 800, NASHVILLE, TN, 37217
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,076
- Total Assets: $51.4M
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 | 1,076 | $51.4M | $3.1M | $0 |
| 2023 | 1,130 | $48.6M | $3.1M | $0 |
| 2022 | 1,072 | $45.6M | $3.1M | $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 |
|---|---|---|---|---|
| PACE INDUSTRY UNION - MGT. PENSION | Other Service Provider | $294,535 | — | $294,535 |
| ALAN BILLER ASSOCIATES INC. | ERISA Attorney | $61,779 | — | $61,779 |
| BREDHOFF & KAISER, PLLC | ERISA Attorney | $36,000 | — | $36,000 |
| CHERRY BEKAERT LLP | Other Service Provider | $21,525 | — | $21,525 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $15,620 | $2,863 | $18,483 |
| FIRST HORIZON BANK | Other Service Provider | $12,365 | — | $12,365 |
| PRISMA NASHVILLE, LLC | Other Service Provider | $9,329 | — | $9,329 |
| LEGACY PROFESSIONALS | Auditor | $8,765 | — | $8,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER ASSOCIATES INC. — ERISA Attorney
- BREDHOFF & KAISER, PLLC — ERISA Attorney
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $462,781
- Estimated Expense Ratio: 0.900% 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 | $489,055 | $74,630 | $339,285 | $21,525 | — |
| 2023 | $730,202 | $69,698 | $605,689 | $20,265 | — |
| 2022 | $213,495 | $69,129 | $96,991 | — | $47,375 |