# Plumbers, Pipe Fitters And Fund Local 392 Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-pipe-fitters-and-fund-local-392-310561070-501

> Plumbers, Pipe Fitters And Fund Local 392's Health & Welfare plan: 1,639 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Plumbers, Pipe Fitters And Fund Local 392

- **Sponsor EIN:** 310561070

- **Sponsor Address:** 1228 CENTRAL PARKWAY, ROOM 100, CINCINNATI, OH, 45202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,639

- **Total Assets:** $50.3M

## 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.|

| 2025|1,639|$50.3M|$0|$0|

| 2024|1,562|$39.8M|$33.1M|$2.5M|

| 2023|1,559|$31.6M|$29.5M|$2.4M|

| 2022|1,563|$27.1M|$27.9M|$2.4M|

## 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|

| MARATHON HEALTH|Other Service Provider|$1,311,272|—|$1,311,272|

| ANTHEM BLUE CROSS AND BLUE SHIELD|Other Service Provider|$798,667|$2,757|$801,424|

| RETIREE FIRST|Other Service Provider|$502,751|—|$502,751|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$184,156|—|$184,156|

| THE SEGAL COMPANY|Other Service Provider|$176,898|—|$176,898|

| RINDA HOFFMAN|Other Service Provider|$98,458|—|$98,458|

| JOHNSON & KROL|ERISA Attorney|$88,022|—|$88,022|

| CVS HEALTH|Other Service Provider|$80,596|—|$80,596|

| ANNA WINTER|Other Service Provider|$71,134|—|$71,134|

| ABSOLUTE SOLUTIONS|Other Service Provider|$70,283|—|$70,283|

| MALIA CEFARATTI|Other Service Provider|$68,367|—|$68,367|

| RHONDA SHARP|Other Service Provider|$64,168|—|$64,168|

| LYN SMITH|Other Service Provider|$62,481|—|$62,481|

| NET GAIN TECHNOLOGIES|Other Service Provider|$61,319|—|$61,319|

| HOUSTON ROAD, LLC|Other Service Provider|$61,181|—|$61,181|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$60,520|—|$60,520|

| KELLEY GALLOWAY SMITH GOOLSBY|Auditor|$56,750|—|$56,750|

| VALENZ|Other Service Provider|$52,800|—|$52,800|

| JAYNE STULL|Other Service Provider|$45,021|—|$45,021|

| DELTA DENTAL|Recordkeeper|$40,639|$3,173|$43,812|

| TERESA BEAM|Other Service Provider|$39,140|—|$39,140|

| LEGACY PROFESSIONALS LLP|Auditor|$33,650|—|$33,650|

| STRATEGIC CAPITAL|Other Service Provider|$25,000|—|$25,000|

| FIFTH THIRD BANK|Other Service Provider|$17,124|—|$17,124|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$6,047|—|$6,047|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,082,374

- **Estimated Expense Ratio:** 8.114% 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|

| 2025|$31,858,767|$91,567|$825,517|$56,750|—|

| 2024|$2,106,146|$75,388|$792,722|$55,000|—|

| 2023|$2,044,613|$63,853|$796,980|$53,000|—|

| 2022|$2,022,876|$60,115|—|—|$266,160|

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