# Laborers' District Council Heavy & Highway Health & Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/laborers-district-council-heavy-highway-health-welfare-fund-231527636-501 > Laborers' District Council Heavy & Highway Health & Welfare Fund's Health & Welfare plan: 2,624 participants, plan year 2024 financials, providers, and bench… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Laborers' District Council Heavy & Highway Health & Welfare Fund - **Sponsor EIN:** 231527636 - **Sponsor Address:** PO BOX 37003, PHILADELPHIA, PA, 19122 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 2,624 - **Total Assets:** $222.4M ## 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|2,624|$222.4M|$37.2M|$147,364| | 2023|2,900|$204.9M|$36.0M|$148,509| | 2022|2,834|$184.0M|$37.8M|$177,666| ## 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| | KEYSTONE HEALTH PLAN EAST|Other Service Provider|$1,531,797|—|$1,531,797| | CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$367,991|—|$367,991| | BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$295,609|—|$295,609| | PERRY BLACKMAN, CPA|Other Service Provider|$148,517|—|$148,517| | FRED ALGER MANAGEMENT INC|Other Service Provider|$121,738|—|$121,738| | AMALGAMATED EMPLOYEE BENEFITS ADMIN|Other Service Provider|$89,766|—|$89,766| | WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$88,501|—|$88,501| | FIDELIO INSURANCE COMPANY|Other Service Provider|$81,649|—|$81,649| | LOOP CAPITAL ASSET MANAGEMENT|Other Service Provider|$80,063|—|$80,063| | ALLIED TRADES ASSISTANCE PROGRAM|Other Service Provider|$70,800|—|$70,800| | INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$52,500|—|$52,500| | RAE GROUP LLC|Other Service Provider|$50,025|—|$50,025| | MITCHELL & TITUS LLP|Auditor|$43,680|—|$43,680| | BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$41,302|—|$41,302| | SMITH-EDWARDS-DUNLAP COMPANY|Other Service Provider|$39,502|—|$39,502| | ALAN PARHAM|Other Service Provider|$35,018|—|$35,018| | LISSETTE NUNEZ|Other Service Provider|$32,637|—|$32,637| | SIBLEY ROBINSON|Other Service Provider|$28,840|—|$28,840| | INDEPENDENCE BLUE CROSS|Other Service Provider|$24,217|—|$24,217| | CLEARY, JOSEM & TRIGIANI LLP|Other Service Provider|$23,099|—|$23,099| | GRANITE RUN TECH SOLUTIONS LLC|Other Service Provider|$22,244|—|$22,244| | AMERIHEALTH HMO, INC|Other Service Provider|$18,772|—|$18,772| | AMERICAN REALTY ADVISORS|Other Service Provider|$16,810|—|$16,810| | SUSAN WIDMAN BRENNAN PC|Other Service Provider|$16,205|—|$16,205| | PNC BANK|Other Service Provider|$14,757|—|$14,757| | DUANE MORRIS, LLP|ERISA Attorney|$14,447|—|$14,447| | SWARTZ CAMPBELL LLC|Other Service Provider|$13,809|—|$13,809| | BOLTON PARTNERS INC|Other Service Provider|$13,750|—|$13,750| | PAYCHEX INC|Recordkeeper|$13,721|—|$13,721| | ROBERT HALF INTERNATIONAL|Other Service Provider|$9,470|—|$9,470| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [MITCHELL & TITUS LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor - [DUANE MORRIS, LLP](https://planprovider.pro/provider/duane-morris-llp) — ERISA Attorney - [PAYCHEX INC](https://planprovider.pro/provider/paychex) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,401,236 - **Estimated Expense Ratio:** 1.529% 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|$3,810,056|$939,659|—|—|—| | 2023|$3,030,464|—|—|—|—| | 2022|$2,818,877|—|—|—|$182,841| ## Similar Plans - [Board Of Trustees Agma Retirement Plan](https://planprovider.pro/companies/board-of-trustees-agma-retirement-plan-plan) — 8,463 participants - [Teamsters Local No. 623 Legal Services Fund](https://planprovider.pro/companies/teamsters-local-no-623-legal-services-fund-232224686-501) — 4,084 participants - 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