# Construction Industry Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/construction-industry-health-and-welfare-trust-616058688-501

> Construction Industry Health And Welfare Trust's Health & Welfare plan: 1,627 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Construction Industry Health And Welfare Trust

- **Sponsor EIN:** 616058688

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, STE 400, LEXINGTON, KY, 40503

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,627

- **Total Assets:** $17.6M

## 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|1,627|$17.6M|$26.1M|$206,962|

| 2023|1,984|$15.4M|$24.9M|$154,379|

| 2022|1,592|$13.4M|$23.2M|$177,583|

## 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|

| UMR|Other Service Provider|$1,127,460|—|$1,127,460|

| CENTRAL BANK & TRUST COMPANY|Other Service Provider|$46,749|—|$46,749|

| PNC INSTITUTIONAL INVESTMENTS|Other Service Provider|$27,810|—|$27,810|

| FRANK N HESTAND CPA PSC|Auditor|$18,162|—|$18,162|

### Verified Provider Profiles

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

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,220,181

- **Estimated Expense Ratio:** 6.923% 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|$1,305,872|$74,559|$1,127,460|$18,128|—|

| 2023|$1,024,366|$62,558|$896,499|$16,000|—|

| 2022|$993,394|$56,885|$869,523|—|$21,964|

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