# Board Of Trustees Usw Hra Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-usw-hra-fund-621548543-501

> Board Of Trustees Usw Hra Fund's Health & Welfare plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [BREDHOFF & KAISER, PLLC](https://planprovider.pro/provider/bredhoff-and-kaiser) — ERISA Attorney

- [LEGACY PROFESSIONALS](https://planprovider.pro/provider/legacy-professionals-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-usw-hra-fund-621548543-501)

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