Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees
- Sponsor EIN: 830730170
- Sponsor Address: 1405 BROADWAY ST, SHEFFIELD, AL, 356601933
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 192
- Total Assets: $675,105
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 | 192 | $675,105 | $481,548 | $0 |
| 2023 | 260 | $669,599 | $556,874 | $0 |
| 2022 | 185 | $596,695 | $493,994 | $0 |
| 2020 | 160 | $329,661 | $325,897 | $0 |
| 2019 | 125 | $230,775 | $189,383 | $0 |
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 |
|---|---|---|---|---|
| JONATHAN W DEAN | Other Service Provider | $123,720 | — | $123,720 |
| TED SOILEAU CPA LLC | Other Service Provider | $15,393 | — | $15,393 |
| LISA CUEVAS | Other Service Provider | $5,688 | — | $5,688 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,801
- Estimated Expense Ratio: 21.449% 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 | $206,194 | — | — | $15,933 | — |
| 2023 | $210,882 | — | — | $28,540 | — |
| 2022 | $200,053 | — | — | — | $17,640 |
| 2020 | $170,187 | — | — | — | — |
| 2019 | $51,475 | — | — | — | — |