Plan Snapshot
- Plan Sponsor: Pipe Trades Industry Health And Welfare Plan
- Sponsor EIN: 351063466
- Sponsor Address: P.O. BOX 3040, TERRE HAUTE, IN, 47803
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,487
- Total Assets: $89.9M
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 | 2,487 | $89.9M | $51.6M | $3.7M |
| 2023 | 2,341 | $73.8M | $48.0M | $3.8M |
| 2022 | 2,126 | $63.5M | $42.6M | $3.8M |
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 HEALTHCARE GROUP | Other Service Provider | $3,831,171 | — | $3,831,171 |
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $1,391,532 | — | $1,391,532 |
| R & E SOFTWARE DESIGN | Other Service Provider | $257,465 | — | $257,465 |
| STEPHANIE MORGAN | Other Service Provider | $134,349 | — | $134,349 |
| MED-CARE MANAGEMENT, INC. | Other Service Provider | $82,624 | — | $82,624 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $65,800 | — | $65,800 |
| SUSAN BAILEY | Other Service Provider | $63,352 | — | $63,352 |
| MEGAN LUCAS | Other Service Provider | $61,106 | — | $61,106 |
| BRITTANY MILNER | Other Service Provider | $59,928 | — | $59,928 |
| SARAH DECKER | Other Service Provider | $57,856 | — | $57,856 |
| LEDBETTER PARISI LLC | Other Service Provider | $57,132 | — | $57,132 |
| SHANNON WOOD | Other Service Provider | $56,429 | — | $56,429 |
| AMANDA COOK | Other Service Provider | $50,512 | — | $50,512 |
| NEUBERGER BERMAN INVESTMENT ADVISER | Other Service Provider | $50,471 | — | $50,471 |
| SACKRIDER & COMPANY, INC. | Auditor | $38,684 | — | $38,684 |
| STANDARD VALUATIONS, INC. | Other Service Provider | $36,000 | — | $36,000 |
| THE SEGAL COMPANY | Other Service Provider | $25,371 | — | $25,371 |
| UNION BANK & TRUST | ERISA Attorney | $24,290 | — | $24,290 |
| TA REALTY, LLC | Other Service Provider | $18,223 | — | $18,223 |
| TIC INTERNATIONAL CORPORATION | Other Service Provider | $15,900 | — | $15,900 |
| ENGLISH & KLOTZ, INC. | Other Service Provider | $13,078 | — | $13,078 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACKRIDER & COMPANY, INC. — Auditor
- UNION BANK & TRUST — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,391,273
- Estimated Expense Ratio: 7.109% 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 | $1,893,209 | $36,000 | — | $24,000 | — |
| 2023 | $1,763,131 | $35,000 | — | $22,900 | — |
| 2022 | $3,130,129 | $97,510 | — | — | $469,007 |