# Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-726031293-501

> Joint Board Of Trustees's Health & Welfare plan: 445 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees

- **Sponsor EIN:** 726031293

- **Sponsor Address:** PO BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 445

- **Total Assets:** $13.9M

## 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|445|$13.9M|$3.4M|$13,922|

| 2023|491|$13.3M|$3.7M|$14,925|

| 2022|593|$12.5M|$3.5M|$29,441|

## 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 ADMINSTRATORS|Recordkeeper|$360,000|—|$360,000|

| UNITED HEALTHCARE|Other Service Provider|$197,330|—|$197,330|

| HANCOCK WHITNEY|Custodian / Trustee|$54,204|—|$54,204|

| TED SOILEAU CPA LLC|Other Service Provider|$24,856|—|$24,856|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $636,390

- **Estimated Expense Ratio:** 4.587% 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|$509,535|$54,204|—|$24,856|—|

| 2023|$489,162|$51,287|$360,000|$23,126|—|

| 2022|$488,789|$53,020|$342,000|—|$53,374|

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