Plan Snapshot
- Plan Sponsor: Ironworkers Local 103 Vacation And Disability Trust Fund
- Sponsor EIN: 351661621
- Sponsor Address: 5313 OLD BOONVILLE HIGHWAY, EVANSVILLE, IN, 47715
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 566
- Total Assets: $269,708
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 | 566 | $269,708 | $0 | $741,108 |
| 2023 | 507 | $221,571 | $0 | $716,125 |
| 2022 | 477 | $222,099 | $0 | $748,563 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 6.118% 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 | $31,453 | $2,042 | — | $16,500 | — |
| 2023 | $18,598 | — | — | $18,304 | — |
| 2022 | $314 | — | — | — | — |