# Laborers Welfare Fund Local 199 Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/laborers-welfare-fund-local-199-board-of-trustees-516015930-501

> Laborers Welfare Fund Local 199 Board Of Trustees's Health & Welfare plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Laborers Welfare Fund Local 199 Board Of Trustees

- **Sponsor EIN:** 516015930

- **Sponsor Address:** 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 168

- **Total Assets:** $11.3M

## 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|168|$11.3M|$5.4M|$182,775|

| 2023|155|$9.5M|$5.7M|$159,149|

| 2022|188|$6.3M|$5.5M|$164,612|

## 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|

| CENTRAL DATA SERVICES, INC.|Other Service Provider|$103,530|—|$103,530|

| SEGAL|Other Service Provider|$78,881|—|$78,881|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$68,153|—|$68,153|

| BELFINT, LYONS & SHUMAN|Auditor|$29,713|—|$29,713|

| MARKOWITZ & RICHMAN|Other Service Provider|$28,457|—|$28,457|

| STACEY BRAUN ASSOCIATES, INC.|Other Service Provider|$20,409|—|$20,409|

| YOUNG CONAWAY STARGATT & TAYLOR LLP|Other Service Provider|$11,882|—|$11,882|

| PNC BANK|Other Service Provider|$8,694|—|$8,694|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BELFINT, LYONS & SHUMAN](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $349,719

- **Estimated Expense Ratio:** 3.095% 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|$378,521|$29,103|$171,683|$29,713|—|

| 2023|$393,302|$20,776|$172,009|$37,587|—|

| 2022|$377,903|$24,763|$176,063|—|$154,808|

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