# Joint Board Of Trustees- Louisiana Electrical Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-louisiana-electrical-health-fund-237174513-501

> Joint Board Of Trustees- Louisiana Electrical Health Fund's Health & Welfare plan: 178 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees- Louisiana Electrical Health Fund

- **Sponsor EIN:** 237174513

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 178

- **Total Assets:** $4.7M

## 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|178|$4.7M|$2.0M|$87,366|

| 2023|156|$3.8M|$1.8M|$56,077|

| 2022|151|$3.3M|$1.7M|$60,151|

## 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 ADMINISTRATORS|Other Service Provider|$100,912|—|$100,912|

| UNITED HEALTHCARE|Other Service Provider|$82,217|—|$82,217|

| DANIELS IRWIN & AYLOR|Auditor|$13,750|—|$13,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $196,879

- **Estimated Expense Ratio:** 4.209% 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|$228,758|—|$83,000|$13,750|—|

| 2023|$259,979|—|$72,000|$14,975|—|

| 2022|$183,928|$10|$72,000|—|$27,270|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-louisiana-electrical-health-fund-237174513-501)

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