# Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-l-u-no-572-health-welfare-fund-620786559-501

> Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund's Health & Welfare plan: 1,180 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund

- **Sponsor EIN:** 620786559

- **Sponsor Address:** P.O BOX 1449 P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,180

- **Total Assets:** $34.4M

## 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|1,180|$34.4M|$18.3M|$1.2M|

| 2023|1,094|$29.0M|$16.5M|$1.2M|

| 2022|924|$22.1M|$14.2M|$1.2M|

## 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|

| BLUE CROSS BLUE SHIELD OF TENNESSEE|Other Service Provider|$636,346|—|$636,346|

| SOUTHERN BENEFITS ADMINISTRATORS IN|Other Service Provider|$376,880|—|$376,880|

| LAPADULA CARLSON & CO.|Auditor|$22,609|—|$22,609|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$22,135|—|$22,135|

| GOODWIN, MORRIS, LURENZI & BLOOMFIE|Other Service Provider|$13,480|—|$13,480|

| OSBORN, CARREIRO & ASSOCIATES INC.|Other Service Provider|$6,600|—|$6,600|

### Verified Provider Profiles

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

- [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,078,050

- **Estimated Expense Ratio:** 3.136% 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|$481,035|$26,062|$344,000|$22,609|—|

| 2023|$441,161|$25,243|$312,000|$21,500|—|

| 2022|$418,949|$25,638|$312,000|—|$49,123|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-l-u-no-572-health-welfare-fund-620786559-501)

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