# Joint Board Of Trustees Plumbers Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plumbers-386105923-501

> Joint Board Of Trustees Plumbers's Health & Welfare plan: 836 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 Plumbers

- **Sponsor EIN:** 386105923

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 480982808

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 836

- **Total Assets:** $8.5M

## 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|836|$8.5M|$827,841|$0|

| 2023|836|$7.8M|$915,037|$0|

| 2022|801|$6.8M|$841,308|$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|

| BENESYS, INC.|Other Service Provider|$41,862|—|$41,862|

| PLUMBERS LOCAL 98|Other Service Provider|$40,000|—|$40,000|

| BULTYNCK & CO., P.L.L.C.|Other Service Provider|$29,000|—|$29,000|

| ASHER KELLY LAW|Other Service Provider|$28,055|—|$28,055|

| STRATEGIC CAPITAL INVEST. ADVISORS|Other Service Provider|$17,500|—|$17,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,417

- **Estimated Expense Ratio:** 1.832% 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|$1,893,717|$18,168|$35,175|$29,462|—|

| 2023|$126,255|$18,301|$38,935|$10,554|—|

| 2022|$122,447|$20,218|$37,280|—|$13,220|

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