# I.A.T.S.E. Local 3 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-3-welfare-fund-256063610-501

> I.A.T.S.E. Local 3 Welfare Fund's Health & Welfare plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local 3 Welfare Fund

- **Sponsor EIN:** 256063610

- **Sponsor Address:** THREE GATEWAY CENTER, STE 1625, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 98

- **Total Assets:** $3.9M

## 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|98|$3.9M|$849,742|$59,982|

| 2023|92|$3.7M|$972,595|$48,191|

| 2022|75|$3.3M|$939,098|$63,585|

## 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|

| CW BREITSMAN ASSOCIATES LLC|Other Service Provider|$52,152|—|$52,152|

| XPYRIA|Other Service Provider|$10,396|—|$10,396|

| CYPHER & CYPHER|Other Service Provider|$7,560|—|$7,560|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,108

- **Estimated Expense Ratio:** 1.817% 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|$95,820|$13,876|$52,152|$7,560|—|

| 2023|$80,566|$13,589|$52,152|$7,200|—|

| 2022|$96,600|$13,254|$52,152|—|$6,407|

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