# Plumbers And Pipefitters Union, Local No. 525 Health And Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/plumbers-and-pipefitters-union-local-no-525-health-and-welfare-plan-237283715-501

> Plumbers And Pipefitters Union, Local No. 525 Health And Welfare Plan&#39;s 401(k) plan: 1,472 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Pipefitters Union, Local No. 525 Health And Welfare Plan

- **Sponsor EIN:** 237283715

- **Sponsor Address:** 8311 WEST SUNSET ROAD, LAS VEGAS, NV, 89113

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,472

- **Total Assets:** $62.1M

## 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|1,472|$62.1M|$27.2M|$1.0M|

| 2023|1,615|$58.0M|$29.8M|$906,704|

| 2022|1,579|$50.8M|$25.7M|$920,132|

## 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|

| MARATHON HEALTH|Other Service Provider|$3,300,427|—|$3,300,427|

| BENESYS, INC.|Other Service Provider|$837,455|$9,581|$847,036|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$600,693|—|$600,693|

| BROWNSTEIN HYATT FARBER SCHRECK LLP|ERISA Attorney|$344,188|—|$344,188|

| RUBINBROWN LLP|Auditor|$237,036|—|$237,036|

| NATIONAL INVESTMENT SERVICES OF AME|Other Service Provider|$212,502|—|$212,502|

| NEVADA HEALTH SOLUTIONS LLC|Other Service Provider|$205,256|—|$205,256|

| NURSE CANDACE CONSULTING|Other Service Provider|$200,000|—|$200,000|

| HIGHMARK INC.|Other Service Provider|$156,008|—|$156,008|

| CHEIRON, INC.|Other Service Provider|$139,332|—|$139,332|

| HARMONY HEALTHCARE|Other Service Provider|$138,543|—|$138,543|

| SMART SOURCE|Other Service Provider|$97,585|—|$97,585|

| AMERICAN TOXICOLOGY|Other Service Provider|$84,885|—|$84,885|

| LION BUFFALO, LLC|Other Service Provider|$75,373|—|$75,373|

| HAIKAL EXEMPTION TRUST|Other Service Provider|$64,596|—|$64,596|

| CIGNA HEALTH AND LIFE INSURANCE CO|Other Service Provider|$46,540|—|$46,540|

| HEALTH SERVICES COALITION|Other Service Provider|$25,868|—|$25,868|

| UA LOCAL 525|Other Service Provider|$16,869|—|$16,869|

| NEW ENGLAND PENSION CONSULTANTS LLC|Recordkeeper|$15,000|—|$15,000|

| COVERALL NORTH AMERICA INC.|Other Service Provider|$13,842|—|$13,842|

| IRON MOUNTAIN, INC.|Other Service Provider|$13,279|—|$13,279|

| UNION INSURANCE GROUP|Other Service Provider|$8,615|—|$8,615|

| ALLIANT INSURANCE SERVICES|Other Service Provider|$7,800|—|$7,800|

| QUEST DIAGNOSTICS INC.|Other Service Provider|$7,695|—|$7,695|

| BMO BANK|Other Service Provider|$6,804|—|$6,804|

| NAVITUS HEALTH SOLUTIONS, LLC|Other Service Provider|$6,450|—|$6,450|

| NV ENERGY|Other Service Provider|$6,360|—|$6,360|

| EXPRESS SCRIPTS|Other Service Provider|—|$6,206|$6,206|

| ZELIS CLAIMS INTEGRITY, LLC|Other Service Provider|$6,103|—|$6,103|

| WORLDPAY, INC.|Other Service Provider|$6,046|—|$6,046|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$6,007|—|$6,007|

| P1 GROUP|Other Service Provider|$5,963|—|$5,963|

| CHUBB LIMITED|Other Service Provider|$5,406|—|$5,406|

### Verified Provider Profiles

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

- [BROWNSTEIN HYATT FARBER SCHRECK LLP](https://planprovider.pro/provider/brownstein-hyatt-farber-schreck-llp) — ERISA Attorney

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

- [NEW ENGLAND PENSION CONSULTANTS LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,914,313

- **Estimated Expense Ratio:** 11.141% 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|$2,306,971|$227,502|$770,729|$37,300|—|

| 2023|$2,202,155|$305,695|$630,494|$34,700|—|

| 2022|$2,047,556|$261,044|$630,809|—|$925,642|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-and-pipefitters-union-local-no-525-health-and-welfare-plan-237283715-501)

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