# Iron Workers Regional Shop Local 855 Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/iron-workers-regional-shop-local-855-welfare-trust-946104154-501

> Iron Workers Regional Shop Local 855 Welfare Trust's Health & Welfare plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Workers Regional Shop Local 855 Welfare Trust

- **Sponsor EIN:** 946104154

- **Sponsor Address:** 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 91101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 477

- **Total Assets:** $0

## 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|477|$0|$5.6M|$20,610|

| 2023|473|$8.2M|$8.2M|$119,762|

| 2022|598|$8.8M|$10.1M|$48,644|

## 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|

| IRONWORKERS EMPLOYEES BENEFIT CORP|Other Service Provider|$105,277|—|$105,277|

| RAEL LETSON|Other Service Provider|$73,800|—|$73,800|

| SALTZMAN & JOHNSON|Other Service Provider|$37,458|—|$37,458|

| MCMENOMY & ASSOCIATES CPAS LLP|Other Service Provider|$16,000|—|$16,000|

| U.S. BANK|Recordkeeper|$6,105|—|$6,105|

| ALAN D. BILLER & ASSOCIATES|ERISA Attorney|$5,736|—|$5,736|

### Verified Provider Profiles

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

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALAN D. BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $244,376

### 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|$298,362|$5,736|$105,277|$16,000|—|

| 2023|$291,604|$7,000|$140,034|$16,000|—|

| 2022|$363,193|$16,372|$189,066|—|$125,252|

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