# Pipe Trades Industry Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/pipe-trades-industry-health-and-welfare-plan-351063466-501

> Pipe Trades Industry Health And Welfare Plan's Health & Welfare plan: 2,487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/sackrider-and-company-inc) — Auditor

- [UNION BANK & TRUST](https://planprovider.pro/provider/the-wagner-law-group) — 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|

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