# Five Rivers Carpenters District Council Health & Welfare Plan
Source: https://planprovider.pro/companies/five-rivers-carpenters-district-council-426149936-501

> Five Rivers Carpenters District Council's Health & Welfare plan: 533 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Five Rivers Carpenters District Council

- **Sponsor EIN:** 426149936

- **Sponsor Address:** 1831 16TH AVENUE SW, CEDAR RAPIDS, IA, 52404

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 533

- **Total Assets:** $33.4M

## 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|533|$33.4M|$9.0M|$164,231|

| 2023|495|$28.2M|$7.9M|$181,540|

| 2022|453|$23.9M|$7.3M|$200,734|

## 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|

| EASTERN IOWA FRINGE BENEFIT FUNDS|Other Service Provider|$168,653|—|$168,653|

| BLAKE & UHLIG, P.A.|Other Service Provider|$79,190|—|$79,190|

| FOSTER & FOSTER|Other Service Provider|$47,450|—|$47,450|

| MEKETA INVESTMENT GROUP|Other Service Provider|$25,000|—|$25,000|

| UHY, LLP|Auditor|$21,500|—|$21,500|

| BRADLEY HAUGE, CPA|Other Service Provider|$18,420|—|$18,420|

| ROMOLO & ASSOCIATES|Other Service Provider|$9,792|—|$9,792|

| MACNELL ACCOUNTING & CONSULTING|Other Service Provider|$5,412|—|$5,412|

### Verified Provider Profiles

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

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $375,417

- **Estimated Expense Ratio:** 1.125% 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|$291,893|$27,545|—|$55,973|—|

| 2023|$276,134|$27,408|—|$42,757|—|

| 2022|$699,497|$27,495|—|—|$91,592|

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