Plan Snapshot
- Plan Sponsor: Energy Transfer LP
- Sponsor EIN: 300108820
- Sponsor Address: 1300 MAIN STREET, HOUSTON, TX, 77002
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 0
- Total Assets: $337.7M
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 | 0 | $337.7M | $1.5M | $5.9M |
| 2023 | 0 | $312.4M | $1.5M | $6.2M |
| 2022 | 0 | $284.8M | $1.5M | $6.9M |
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 |
|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. | Other Service Provider | $368,324 | — | $368,324 |
| FORVIS MAZARS, LLP | Other Service Provider | $80,325 | — | $80,325 |
| WELLS FARGO | Other Service Provider | $31,042 | — | $31,042 |
| HEALTHCARE POLICY ROUNDTABLE LLC | Other Service Provider | $29,989 | — | $29,989 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $24,258 | — | $24,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $533,938
- Estimated Expense Ratio: 0.158% 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 | $2,494,795 | — | — | $80,325 | — |
| 2023 | $2,423,202 | — | $35,457 | $134,451 | — |
| 2022 | $1,855,676 | — | — | — | $512,856 |