# Itpeu Health & Welfare Fund 401(k) Plan Source: https://planprovider.pro/companies/itpeu-health-welfare-fund-581236802-501 > Itpeu Health & Welfare Fund's 401(k) plan: 7,383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Itpeu Health & Welfare Fund - **Sponsor EIN:** 581236802 - **Sponsor Address:** 25 CHATHAM CENTER SOUTH, SUITE 100, SAVANNAH, GA, 31405 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 7,383 - **Total Assets:** $100.4M ## 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|7,383|$100.4M|$68.3M|$45,314| | 2023|7,068|$86.5M|$63.1M|$55,887| | 2022|7,357|$77.9M|$59.1M|$60,073| ## 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| | BLUE CROSS BLUE SHIELD HEALTHCARE|Investment Advisor|$3,677,638|—|$3,677,638| | BRIDGEWAY|Other Service Provider|$376,100|—|$376,100| | HOWARD, MOORE, & MCDUFFIE, P.C.|Auditor|$145,846|—|$145,846| | CAREMARK|Other Service Provider|$137,397|—|$137,397| | KATHY HEERY|Recordkeeper|$123,760|—|$123,760| | LANA HICKOX|Recordkeeper|$97,527|—|$97,527| | CASCO CONSULTANTS|Other Service Provider|$97,500|—|$97,500| | INFINITY|Other Service Provider|$87,974|—|$87,974| | JANICE AMBROSE|Other Service Provider|$87,183|—|$87,183| | MICHELLE LEOPOLD|Other Service Provider|$68,506|—|$68,506| | PATRICIA LEE|Other Service Provider|$64,407|—|$64,407| | LINDSEY BANCROFT|Other Service Provider|$63,156|—|$63,156| | CHRISTOPHER HEERY|Other Service Provider|$62,019|—|$62,019| | SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$52,635|$8,675|$61,310| | SEIX INVESTMENT ADVISORS|Other Service Provider|$59,176|—|$59,176| | SHERRY DURDEN|Other Service Provider|$58,670|—|$58,670| | STEPHANIE SABA|Other Service Provider|$55,718|—|$55,718| | LINDA ZITTRAUER|Other Service Provider|$53,571|—|$53,571| | PERLA A HERNANDEZ|Other Service Provider|$51,162|—|$51,162| | SPEAR WILDERMAN, PC|Other Service Provider|$50,661|—|$50,661| | INVESCO ADVISERS, INC.|Other Service Provider|$28,946|—|$28,946| | QUAN VEST CONSULTING|Other Service Provider|$27,600|—|$27,600| | WEAVER & TIDWELL, LLP|Auditor|$21,553|—|$21,553| | FAIR HEALTH INC|Other Service Provider|$16,397|—|$16,397| | THE HARTFORD|Other Service Provider|$8,405|—|$8,405| | SHERRILL & COMPANY|Other Service Provider|$6,906|—|$6,906| | CLEARWAVE FIBER|Other Service Provider|$6,676|—|$6,676| | COMERICA BANK|Other Service Provider|$821|$5,565|$6,386| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [BLUE CROSS BLUE SHIELD HEALTHCARE](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor - [HOWARD, MOORE, & MCDUFFIE, P.C.](https://planprovider.pro/provider/howard-moore-and-mcduffie-pc) — Auditor - [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $5,602,150 - **Estimated Expense Ratio:** 5.579% 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|$5,795,472|$116,192|$3,677,638|—|—| | 2023|$5,499,807|$122,424|$3,503,120|—|—| | 2022|$5,435,740|$131,680|$3,388,580|—|$292,032| ## Similar Plans - [Board Of Trustees Ufcw Employers Health And Welfare Plan - Atlanta](https://planprovider.pro/companies/board-of-trustees-ufcw-employers-health-and-welfare-plan-atlanta-581283466-501) — 30,283 participants - [Insurance Trust For Delta Retirees, INC.](https://planprovider.pro/companies/insurance-trust-for-delta-retirees-inc-208503691-510) — 26,866 participants - [Guardian Independent Operator Association, INC.](https://planprovider.pro/companies/guardian-independent-operator-association-inc-851854365-501) — 21,519 participants - [Delta Pilots Mutual Aid, INC.](https://planprovider.pro/companies/delta-pilots-mutual-aid-inc-582308503-501) — 16,900 participants - [Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund](https://planprovider.pro/companies/board-of-trustees-of-ufcw-unions-and-employers-legal-assistance-fund-581370485-502) — 15,695 participants - [Operating Engineers Local 312 Health & Welfare](https://planprovider.pro/companies/operating-engineers-local-312-health-welfare-237102671-501) — 309 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/itpeu-health-welfare-fund-581236802-501) © 2026 PlanProvider.Pro