Plan Snapshot
- Plan Sponsor: Pipe Fitters Local #211 Welfare Trust Fund
- Sponsor EIN: 746063911
- Sponsor Address: P.O. BOX 87549, HOUSTON, TX, 77287
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,255
- Total Assets: $56.6M
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 | 2,255 | $56.6M | $30.1M | $60,483 |
| 2023 | 1,861 | $45.2M | $24.0M | $148,290 |
| 2022 | 1,909 | $36.7M | $24.5M | $207,026 |
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 |
|---|---|---|---|---|
| UNITED HEALTH CARE SERVCIES INC | Other Service Provider | $1,598,388 | — | $1,598,388 |
| BENEFIT RESOURCES | Recordkeeper | $267,210 | — | $267,210 |
| HARPER & PEARSON COMPANY, PC | Auditor | $167,400 | — | $167,400 |
| RANDY BEAL | Other Service Provider | $155,959 | — | $155,959 |
| OPPENHEIMER & CO, INC | Other Service Provider | $127,468 | — | $127,468 |
| SEGAL COMPANY | Recordkeeper | $115,069 | — | $115,069 |
| BAKER & BOTTS | ERISA Attorney | $112,321 | — | $112,321 |
| LETICIA BENAVIDES | Other Service Provider | $60,712 | — | $60,712 |
| STEALTH PARTNERS GROUP LLC | Investment Advisor | $19,971 | — | $19,971 |
| PATRICK FLYNN | ERISA Attorney | $15,208 | — | $15,208 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY, PC — Auditor
- SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,639,706
- Estimated Expense Ratio: 4.663% 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 | $1,266,247 | $127,468 | $267,210 | $167,400 | — |
| 2023 | $1,125,541 | $101,159 | $258,516 | $157,200 | — |
| 2022 | $1,015,179 | $78,913 | $258,516 | — | $257,640 |