# I.U.O.E. Local 57 Health And Health & Welfare Plan
Source: https://planprovider.pro/companies/i-u-o-e-local-57-health-and-050269242-501

> I.U.O.E. Local 57 Health And's Health & Welfare plan: 1,045 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** I.U.O.E. Local 57 Health And

- **Sponsor EIN:** 050269242

- **Sponsor Address:** 857 CENTRAL AVE, JOHNSTON, RI, 02919

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,045

- **Total Assets:** $28.1M

## 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.|

| 2025|1,045|$28.1M|$0|$0|

| 2024|788|$27.3M|$17.2M|$98,889|

| 2023|767|$25.7M|$16.0M|$96,061|

| 2022|725|$20.7M|$13.2M|$119,848|

## 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|

| THE SEGAL COMPANY|Other Service Provider|$73,309|—|$73,309|

| WARD FISHER & CO LLP|Other Service Provider|$63,737|—|$63,737|

| PARKER, BROWN, MACAULAY & SHEERIN|Other Service Provider|$19,435|—|$19,435|

| KIERNAN, PLUNKETT & REDIHAN|Other Service Provider|$12,500|—|$12,500|

| SEGAL ROGERSCASEY|Other Service Provider|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,981

- **Estimated Expense Ratio:** 0.637% 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|

| 2025|$18,332,452|$10,000|—|$63,737|—|

| 2024|$383,929|$10,000|—|$60,379|—|

| 2023|$336,340|$10,000|—|$52,954|—|

| 2022|$337,386|$10,000|—|—|$123,101|

## Similar Plans

- [Trustees Of I.U.O.E. Local 57](https://planprovider.pro/companies/trustees-of-i-u-o-e-local-57-plan) — 1,801 participants

- [Board Of Trustees Iuoe Local 57](https://planprovider.pro/companies/board-of-trustees-iuoe-local-57-plan) — 1,347 participants

- [Operating Engineers Local 57](https://planprovider.pro/companies/operating-engineers-local-57-050390663-502) — 907 participants

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