# Laborers Local Union No. 158 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/laborers-local-union-no-158-health-and-welfare-fund-231608209-501

> Laborers Local Union No. 158 Health And Welfare Fund's Health & Welfare plan: 900 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ellin-and-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|

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