# Energy Transfer LP Health & Welfare Plan
Source: https://planprovider.pro/companies/energy-transfer-lp-300108820-507

> Energy Transfer LP's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/energy-transfer-lp-300108820-507)

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