# Plumbers And Pipefitters Local 625 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-pipefitters-local-625-health-welfare-fund-882080702-501

> Plumbers And Pipefitters Local 625 Health & Welfare Fund's Health & Welfare plan: 287 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 625 Health & Welfare Fund

- **Sponsor EIN:** 882080702

- **Sponsor Address:** 9200 US ROUTE 60, ONA, WV, 25545

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 287

- **Total Assets:** $8.7M

## 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|287|$8.7M|$6.8M|$165,061|

| 2023|301|$7.6M|$6.1M|$145,909|

| 2022|299|$4.9M|$6.7M|$37,090|

## 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|

| CRUMDALE PARTNERS|Other Service Provider|$457,690|—|$457,690|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$126,000|—|$126,000|

| LABOR FIRST LLC|Other Service Provider|$111,695|—|$111,695|

| JOHN DASCOLI PLLC|Recordkeeper|$12,092|—|$12,092|

| HARRIS HARDIN & COMPANY A.C.|Auditor|$11,793|—|$11,793|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN DASCOLI PLLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [HARRIS HARDIN & COMPANY A.C.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $719,270

- **Estimated Expense Ratio:** 8.230% 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|$793,937|—|$126,000|$11,793|—|

| 2023|$719,398|—|$136,000|$11,754|—|

| 2022|$263,765|—|$75,087|—|$177,398|

## Similar Plans

- [Jt Brd Trustees Plumbers & Pipefitters](https://planprovider.pro/companies/jt-brd-trustees-plumbers-pipefitters-550623667-002) — 2,851 participants

- [Smw Union Local No. 24 Columbus](https://planprovider.pro/companies/joint-board-of-trustees-of-sheet-metal-workers-union-local-no-24-plan) — 1,386 participants

- [Plumbers & Steamfitters Local 565](https://planprovider.pro/companies/plumbers-steamfitters-local-565-plan) — 605 participants

- [Plumbers & Pipefitters Local 625 Pension Fund](https://planprovider.pro/companies/plumbers-pipefitters-local-625-pension-fund-plan) — 475 participants

- [Plumbers & Pipefitters Local 152 Pension Trust Fund](https://planprovider.pro/companies/plumbers-pipefitters-local-152-pension-trust-fund-556029095-001) — 227 participants

- [West Virginia Plumbers And Steamfitters Local 152](https://planprovider.pro/companies/west-virginia-plumbers-and-steamfitters-local-152-556025364-501) — 205 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-and-pipefitters-local-625-health-welfare-fund-882080702-501)

© 2026 PlanProvider.Pro