# Plumbers And Steamfitters Local No. 7 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-no-7-welfare-fund-146029930-501

> Plumbers And Steamfitters Local No. 7 Welfare Fund's Health & Welfare plan: 858 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Steamfitters Local No. 7 Welfare Fund

- **Sponsor EIN:** 146029930

- **Sponsor Address:** 18 AVIS DRIVE, LATHAM, NY, 121102605

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 858

- **Total Assets:** $99.1M

## 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|858|$99.1M|$15.8M|$833,709|

| 2023|864|$93.1M|$14.4M|$835,978|

| 2022|787|$83.8M|$14.4M|$830,990|

## 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|

| CAPITAL DISTRICT PHYSICIANS HEALTH|Other Service Provider|$468,377|—|$468,377|

| EXPRESS SCRIPTS|Other Service Provider|$128,512|—|$128,512|

| RETIREE FIRST|Other Service Provider|$83,085|—|$83,085|

| RYAN HEIMROTH|Other Service Provider|$75,574|—|$75,574|

| NEW CENTURY ADVISORS|Other Service Provider|$61,416|—|$61,416|

| SILVERCREST ASSET MANAGEMENT GROUP|Other Service Provider|$61,090|—|$61,090|

| BOLTON PARTNERS NORTHEAST, INC.|Other Service Provider|$53,150|—|$53,150|

| LESLIE A. VANDENBURGH-BALDWIN|Other Service Provider|$45,208|—|$45,208|

| TRACEY REX|Other Service Provider|$45,208|—|$45,208|

| BLITMAN & KING|Other Service Provider|$44,198|—|$44,198|

| INCOME RESEARCH + MANAGEMENT|Other Service Provider|$43,550|—|$43,550|

| MENGEL, METZGER, BARR, AND CO.,|Auditor|$41,152|—|$41,152|

| WESTWOOD MANAGMENT CORP.|Other Service Provider|—|$36,846|$36,846|

| DELTA DENTAL SERVICES|Other Service Provider|$27,534|—|$27,534|

| MPC CAPITAL ADVISORS LLC|Other Service Provider|$22,132|—|$22,132|

| US BANK|Recordkeeper|$10,458|—|$10,458|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR, AND CO.,](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,247,490

- **Estimated Expense Ratio:** 1.259% 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|$950,856|$198,646|—|$41,152|—|

| 2023|$872,711|$274,973|—|$38,755|—|

| 2022|$801,761|$192,634|—|—|$119,322|

## Similar Plans

- [Plumbers Local Union No. 1 Employee 401(K) Savings Plan](https://planprovider.pro/companies/plumbers-local-union-no-1-employee-401-k-savings-plan-plan) — 5,887 participants

- [Board Of Trustees Steamfitters' Industry Supplemental Retirement](https://planprovider.pro/companies/board-of-trustees-steamfitters-industry-supplemental-retirement-plan) — 3,555 participants

- [Metal Trades Branch Local 638 Pension Fund](https://planprovider.pro/companies/metal-trades-branch-local-638-pension-fund-plan) — 3,333 participants

- [Steamfitters Industry Security Benefit Fund Board Of Trustees](https://planprovider.pro/companies/steamfitters-industry-security-benefit-fund-board-of-trustees-136149681-504) — 3,281 participants

- [Plumbers Local Union No. 1 Welfare Fund](https://planprovider.pro/companies/plumbers-local-union-no-1-welfare-fund-111538293-503) — 2,647 participants

- [Steamfitters Industry Welfare Fund Board Of Trustees](https://planprovider.pro/companies/steamfitters-industry-welfare-fund-board-of-trustees-131545680-502) — 2,208 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-and-steamfitters-local-no-7-welfare-fund-146029930-501)

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