# Pipe Fitters Local #211 Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-211-welfare-trust-fund-746063911-501

> Pipe Fitters Local #211 Welfare Trust Fund's Health & Welfare plan: 2,255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — 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|

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