Plan Snapshot
- Plan Sponsor: Pipe Fitters Local No. 533 Health And Welfare Plan
- Sponsor EIN: 440651452
- Sponsor Address: 8600 HILLCREST ROAD, KANSAS CITY, MO, 64138
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,467
- Total Assets: $76.1M
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 | 1,467 | $76.1M | $29.0M | $2.4M |
| 2023 | 1,363 | $62.5M | $26.9M | $2.3M |
| 2022 | 1,260 | $48.6M | $22.1M | $2.3M |
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 |
|---|---|---|---|---|
| AETNA INC | Other Service Provider | $710,893 | — | $710,893 |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | Other Service Provider | $591,930 | — | $591,930 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $196,279 | — | $196,279 |
| DELTA DENTAL OF MO | Other Service Provider | $112,591 | — | $112,591 |
| STROKE DETECTION PLUS INC | Other Service Provider | $108,370 | — | $108,370 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $77,806 | — | $77,806 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $67,500 | — | $67,500 |
| CLIFTONLARSONALLEN LLP | Auditor | $30,159 | — | $30,159 |
| HY-VEE | Other Service Provider | $28,319 | — | $28,319 |
| EMPATHIA, INC. | Other Service Provider | $22,951 | — | $22,951 |
| LEES PRINTING, INC | Other Service Provider | $22,768 | — | $22,768 |
| CALIBRE CPA GROUP PLLC | Auditor | $15,591 | — | $15,591 |
| GRANDMAS'S CATERING SERVICES | Other Service Provider | $9,911 | — | $9,911 |
| EPLAN, LLC | Other Service Provider | $5,606 | — | $5,606 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,000,674
- Estimated Expense Ratio: 2.630% 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 | $1,040,890 | $67,500 | $563,216 | $30,159 | — |
| 2023 | $1,079,036 | $54,000 | $533,375 | $14,610 | — |
| 2022 | $847,747 | $54,000 | $434,719 | — | $265,959 |