Plan Snapshot
- Plan Sponsor: Plumbers Local 360 Health & Welfare Fund
- Sponsor EIN: 371194764
- Sponsor Address: 5 MEADOW HEIGHTS PROFESSIONAL PARK, COLLINSVILLE, IL, 622344471
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 139
- Total Assets: $2.8M
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 | 139 | $2.8M | $2.7M | $195,456 |
| 2023 | 139 | $2.1M | $2.6M | $192,895 |
| 2022 | 120 | $1.5M | $2.1M | $197,166 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Other Service Provider | $91,104 | — | $91,104 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $63,638 | — | $63,638 |
| J.W. TERRILL - MARSH & MCLENNAN | Other Service Provider | $21,044 | — | $21,044 |
| LABOR FIRST, LLC | Other Service Provider | $18,858 | — | $18,858 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $11,531 | — | $11,531 |
| HAMMOND, SHINNER, TURCOTTE, LARREW | Other Service Provider | $8,050 | — | $8,050 |
| SEGAL SELECT INSURANCE | Other Service Provider | $6,979 | — | $6,979 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,204
- Estimated Expense Ratio: 7.958% 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 | $297,829 | $5,693 | $82,709 | $58,638 | — |
| 2023 | $228,490 | $3,308 | — | $41,947 | — |
| 2022 | $252,350 | $4,001 | — | — | $101,763 |