# Plumbers & Fitters Local 101 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-fitters-local-101-health-welfare-fund-376146889-502

> Plumbers & Fitters Local 101 Health & Welfare Fund's Health & Welfare plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Fitters Local 101 Health & Welfare Fund

- **Sponsor EIN:** 376146889

- **Sponsor Address:** 8 PREMIER DRIVE, BELLEVILLE, IL, 62220

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 199

- **Total Assets:** $5.4M

## 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|199|$5.4M|$5.5M|$44,310|

| 2023|196|$5.1M|$3.7M|$34,793|

| 2022|204|$6.1M|$4.7M|$42,629|

## 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|

| CITIZENS RX|Other Service Provider|$754,787|—|$754,787|

| MERITAIN HEALTH|Insurance Carrier|$167,335|—|$167,335|

| PLUMB&PIPEFITTERS LU 25 BENEFIT FD|Recordkeeper|$31,034|—|$31,034|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$23,640|—|$23,640|

| HAMMOND & SHINNERS PC|ERISA Attorney|$16,495|—|$16,495|

| SCHEFFEL BOYLE|Auditor|$15,300|—|$15,300|

| H&H HEALTH ASSOCIATES, INC.|Other Service Provider|$12,175|—|$12,175|

| THE COMMERCE TRUST COMPANY|Investment Advisor|$10,152|—|$10,152|

### Verified Provider Profiles

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

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,030,918

- **Estimated Expense Ratio:** 18.998% 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|$161,041|$11,652|$31,034|$15,300|—|

| 2023|$132,664|$11,253|$30,678|$14,580|—|

| 2022|$145,299|$12,846|$29,497|—|$30,715|

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