# Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-830730170-501

> Joint Board Of Trustees's Health & Welfare plan: 192 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:** 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|—|—|—|—|

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