# Joint Board Plumbers & Pipefitters 333 Health & Welfare Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-plumbers-pipefitters-333-health-welfare-benefit-plan-383544316-501

> Joint Board Plumbers & Pipefitters 333 Health & Welfare Benefit Plan's Health & Welfare plan: 759 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Plumbers & Pipefitters 333 Health & Welfare Benefit Plan

- **Sponsor EIN:** 383544316

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 48917

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 759

- **Total Assets:** $28.9M

## 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|759|$28.9M|$17.8M|$713,601|

| 2023|730|$23.5M|$16.5M|$584,506|

| 2022|623|$18.2M|$12.0M|$613,152|

## 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|

| TIC MIDWEST|Other Service Provider|$135,601|—|$135,601|

| NOVARA LAW GROUP, PLLC|Other Service Provider|$111,552|—|$111,552|

| SALUS GROUP|Other Service Provider|—|$108,714|$108,714|

| MACQUEEN AND ASSOCIATES, LLC|Other Service Provider|$15,485|$35,804|$51,289|

| HEALTH PLAN ADVOCATE|Other Service Provider|$49,899|—|$49,899|

| BULTYNCK & CO., PLLC|Other Service Provider|$24,995|—|$24,995|

| STRATEGIC CAPITAL INVESTMENT ADVR.|Other Service Provider|$22,925|—|$22,925|

| STEFANSKY, HOLLOWAY & NICHOLS INC.|Other Service Provider|$15,365|—|$15,365|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$6,125|—|$6,125|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $526,465

- **Estimated Expense Ratio:** 1.822% 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|$1,255,296|$26,077|$980,067|$37,956|—|

| 2023|$1,113,636|$25,903|$892,356|$43,296|—|

| 2022|$1,043,707|$24,739|$802,937|—|$151,919|

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