# Independent Pilots Association Health & Welfare Plan
Source: https://planprovider.pro/companies/independent-pilots-association-611171169-511

> Independent Pilots Association's Health & Welfare plan: 3,406 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Pilots Association

- **Sponsor EIN:** 611171169

- **Sponsor Address:** 3607 FERN VALLEY ROAD, LOUISVILLE, KY, 402191916

- **Plan Type:** Health & Welfare

- **Plan Number:** 511

- **Total Participants:** 3,406

- **Total Assets:** $40.1M

## 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.|

| 2024|3,406|$40.1M|$7.0M|$0|

| 2023|3,435|$29.9M|$7.3M|$0|

| 2022|3,528|$19.1M|$4.7M|$0|

## 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|

| BPAS|Recordkeeper|$233,193|—|$233,193|

### Verified Provider Profiles

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

- [BPAS](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $233,193

- **Estimated Expense Ratio:** 0.582% 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|$233,193|—|—|—|—|

| 2023|$213,721|—|—|—|—|

| 2022|$170,932|—|—|—|—|

## Similar Plans

- [Iatse Local 17 Health And Welfare Insurance Trust](https://planprovider.pro/companies/iatse-local-17-health-and-welfare-insurance-trust-311110073-501) — 56 participants

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