# Plumbers Local 360 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-local-360-health-welfare-fund-371194764-501

> Plumbers Local 360 Health & Welfare Fund's Health & Welfare plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|

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