# Pipe Fitters Local No. 533 Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-no-533-health-and-welfare-plan-440651452-501

> Pipe Fitters Local No. 533 Health And Welfare Plan's Health & Welfare plan: 1,467 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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