# Plumbers & Fitters Local Union No. 110 Benefit Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-fitters-local-union-no-110-benefit-trust-fund-546058147-501

> Plumbers & Fitters Local Union No. 110 Benefit Trust Fund's Health & Welfare plan: 502 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Fitters Local Union No. 110 Benefit Trust Fund

- **Sponsor EIN:** 546058147

- **Sponsor Address:** 5305 VIRGINIA BEACH BLVD., NORFOLK, VA, 23502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 502

- **Total Assets:** $19.5M

## 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|502|$19.5M|$6.5M|$514,933|

| 2023|411|$17.1M|$5.6M|$539,339|

| 2022|411|$14.7M|$5.1M|$542,421|

## 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|

| ANTHEM BLUE CROSS BLUE SHIELD|Investment Advisor|$252,624|—|$252,624|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$222,841|—|$222,841|

| WILBANKS SMITH & THOMAS ASSET MGMT|Other Service Provider|$39,176|—|$39,176|

| DANIELS, IRWIN & AYLOR|Auditor|$19,250|—|$19,250|

| SWIFTMD|Other Service Provider|$13,465|—|$13,465|

| REYNOLDS CONSULTING SERVICES|Other Service Provider|$10,000|—|$10,000|

| STRANCH JENNINGS & GARVEY|Other Service Provider|$9,778|—|$9,778|

### Verified Provider Profiles

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

- [ANTHEM BLUE CROSS BLUE SHIELD](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $567,134

- **Estimated Expense Ratio:** 2.904% 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|$604,431|$49,176|$192,000|$19,250|—|

| 2023|$532,215|$29,962|$178,800|$20,800|—|

| 2022|$539,361|$26,841|$177,600|—|$42,089|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-fitters-local-union-no-110-benefit-trust-fund-546058147-501)

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