# Plumbers And Steamfitters Local 322 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-322-health-and-welfare-fund-210699966-501

> Plumbers And Steamfitters Local 322 Health And Welfare Fund's Health & Welfare plan: 591 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Steamfitters Local 322 Health And Welfare Fund

- **Sponsor EIN:** 210699966

- **Sponsor Address:** 534 S. ROUTE 73, HAMMONTON, NJ, 080372401

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 591

- **Total Assets:** $36.2M

## 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|591|$36.2M|$31.9M|$324,055|

| 2023|579|$32.2M|$30.4M|$303,023|

| 2022|557|$27.7M|$27.8M|$366,095|

## 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|

| HORIZON HEALTHCARE SERVICES, INC.|Other Service Provider|$547,002|—|$547,002|

| LABOR FIRST LLC|Other Service Provider|$328,809|—|$328,809|

| JACKIE SWANSON|Recordkeeper|$102,508|—|$102,508|

| SHERRY RASO|Recordkeeper|$99,155|—|$99,155|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$87,600|—|$87,600|

| CONNER STRONG & BUCKELEW COMPANIES|Other Service Provider|$78,000|—|$78,000|

| JOHN SHALOO|Recordkeeper|$76,812|—|$76,812|

| LOOP CAPITAL MARKETS, LLC|Other Service Provider|$67,375|—|$67,375|

| NOVAK FRANCELLA LLC|Auditor|$61,436|—|$61,436|

| A&A SERVICES LLC DBA SAV-RX|Other Service Provider|$48,013|—|$48,013|

| PNC BANK|Other Service Provider|$39,582|—|$39,582|

| THE MCKEOGH COMPANY|Other Service Provider|$36,875|—|$36,875|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$33,115|—|$33,115|

| PATTI DUBOSQUE|Recordkeeper|$29,415|—|$29,415|

| LINDABURY MCCORMICK ESTABROOK & COO|Other Service Provider|$20,716|—|$20,716|

| O'DONOGHUE & O'DONOGHUE, LLP|Other Service Provider|$14,644|—|$14,644|

| PAYCHEX|Recordkeeper|$14,505|—|$14,505|

| MCM TECH SOLUTIONS|Other Service Provider|$5,895|—|$5,895|

### Verified Provider Profiles

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

- [JACKIE SWANSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SHERRY RASO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [PATTI DUBOSQUE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PAYCHEX](https://planprovider.pro/provider/paychex) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,691,457

- **Estimated Expense Ratio:** 4.670% 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|$1,387,763|$67,375|—|$40,500|—|

| 2023|$1,323,879|$58,948|—|$40,500|—|

| 2022|$1,277,036|$85,231|—|—|$240,665|

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