Plan Snapshot
- Plan Sponsor: Laborers Local Union No. 158 Health And Welfare Fund
- Sponsor EIN: 231608209
- Sponsor Address: 2201 FOREST HILLS DRIVE, SUITE 6A, HARRISBURG, PA, 171121089
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 900
- Total Assets: $64.3M
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 | 900 | $64.3M | $11.8M | $41,544 |
| 2023 | 731 | $63.0M | $15.4M | $41,141 |
| 2022 | 755 | $56.9M | $11.8M | $63,213 |
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 |
|---|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Other Service Provider | $425,403 | — | $425,403 |
| LABORERS LOCAL UNION NO. 158 H&W FD | Other Service Provider | $170,026 | — | $170,026 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $116,288 | — | $116,288 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $87,034 | — | $87,034 |
| INTERCONTINENTAL REAL ESTATE CORP. | Other Service Provider | $55,228 | — | $55,228 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $43,441 | — | $43,441 |
| ELLIN & TUCKER, CHARTERED | Auditor | $43,000 | — | $43,000 |
| IPS GROUP INC | Other Service Provider | $36,250 | — | $36,250 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $30,381 | — | $30,381 |
| SCHRECKENGAUST, YOUNG & ASSOCIATES | Other Service Provider | $17,745 | — | $17,745 |
| CONRAD SIEGEL ACTUARIES | Other Service Provider | $10,150 | — | $10,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,034,946
- Estimated Expense Ratio: 1.611% 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 | $1,285,082 | $338,241 | $425,403 | $43,000 | — |
| 2023 | $1,145,406 | $336,158 | $351,916 | $41,000 | — |
| 2022 | $1,137,878 | $329,931 | $392,317 | — | $113,333 |