# Ironworkers Local 103 Vacation And Disability Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ironworkers-local-103-vacation-and-disability-trust-fund-351661621-501

> Ironworkers Local 103 Vacation And Disability Trust Fund's Health & Welfare plan: 566 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|—|—|—|—|

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