# Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-tn-valley-vicinity-welfare-plan-620588259-501

> Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan's Health & Welfare plan: 1,037 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan

- **Sponsor EIN:** 620588259

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,037

- **Total Assets:** $61.6M

## 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|1,037|$61.6M|$14.3M|$52,191|

| 2023|1,000|$52.5M|$13.7M|$50,608|

| 2022|964|$42.3M|$13.9M|$69,954|

## 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|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$361,500|—|$361,500|

| UNITED HEALTHCARE|Other Service Provider|$335,665|—|$335,665|

| BLUECROSS BLUESHIELD OF TENNESSEE|Other Service Provider|$106,682|$9,671|$116,353|

| MORGAN STANLEY GLOBAL BANKING|Recordkeeper|$35,006|—|$35,006|

| THE UNION LABOR LIFE INSURANCE CO|Recordkeeper|$24,481|$4,474|$28,955|

| STRANCH, JENNINGS & GARVEY PLLC|Other Service Provider|$25,052|—|$25,052|

| DANIELS, IRWIN & AYLOR CPAS|Auditor|$23,550|—|$23,550|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $926,081

- **Estimated Expense Ratio:** 1.504% 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|$1,657,461|$112,617|$337,500|$23,550|—|

| 2023|$1,582,219|$86,013|$337,500|$22,575|—|

| 2022|$1,482,366|$75,143|$337,500|—|$77,003|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iron-workers-district-council-of-tn-valley-vicinity-welfare-plan-620588259-501)

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