# Jt Bd Of Trustees Alabama Laborers Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/jt-bd-of-trustees-alabama-laborers-fund-237048018-501

> Jt Bd Of Trustees Alabama Laborers Fund's Health & Welfare plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jt Bd Of Trustees Alabama Laborers Fund

- **Sponsor EIN:** 237048018

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 228

- **Total Assets:** $11.9M

## 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|228|$11.9M|$2.7M|$1,798|

| 2023|257|$11.2M|$3.0M|$17,077|

| 2022|338|$10.2M|$3.7M|$16,110|

## 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|

| BLUE CROSS BLUE SHIELD OF ALABAMA|Other Service Provider|$167,412|—|$167,412|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$96,000|—|$96,000|

| WELLS FARGO ADVISORS|Other Service Provider|$22,709|—|$22,709|

| BHA CONSULTING LLC|Other Service Provider|$18,978|—|$18,978|

| DANIELS, IRWIN & AYLOR|Auditor|$16,175|—|$16,175|

| QUINN CONNOR WEAVER DAVIES & ROUCO|Other Service Provider|$12,048|—|$12,048|

| PNC BANK|Other Service Provider|$7,474|—|$7,474|

### 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:** $340,796

- **Estimated Expense Ratio:** 2.863% 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|$373,513|$22,709|$96,000|$16,175|—|

| 2023|$366,388|$16,924|$96,000|$13,700|—|

| 2022|$394,246|$14,148|$96,000|—|$33,969|

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