# Plumbers And Pipefitters Local 520 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-pipefitters-local-520-health-welfare-fund-236280075-501

> Plumbers And Pipefitters Local 520 Health & Welfare Fund's Health & Welfare plan: 953 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Pipefitters Local 520 Health & Welfare Fund

- **Sponsor EIN:** 236280075

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 953

- **Total Assets:** $31.4M

## 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|953|$31.4M|$23.6M|$2.3M|

| 2023|980|$27.8M|$23.4M|$2.4M|

| 2022|966|$23.9M|$21.0M|$2.4M|

## 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|

| BENESYS, INC.|Other Service Provider|$289,547|—|$289,547|

| AETNA|Other Service Provider|$234,797|—|$234,797|

| BOLTON PARTNERS NORTHEAST, INC.|Other Service Provider|$60,000|—|$60,000|

| DELTA DENTAL|Other Service Provider|$46,287|—|$46,287|

| PFM ASSET MANAGEMENT, LLC|Other Service Provider|$27,656|—|$27,656|

| FISCHER DORWART|Other Service Provider|$20,500|—|$20,500|

| ODONOGHUE & ODONOGHUE LLP|Other Service Provider|$14,288|—|$14,288|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $693,075

- **Estimated Expense Ratio:** 2.204% 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|$526,786|$27,656|$289,547|$20,500|—|

| 2023|$518,625|$19,087|$281,114|$21,340|—|

| 2022|$497,795|$23,057|$272,926|—|$94,611|

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