# Plumbers & Pipefitters Local 162 Health & Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-162-health-insurance-fund-316171908-501

> Plumbers & Pipefitters Local 162 Health & Insurance Fund's Health & Welfare plan: 797 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Pipefitters Local 162 Health & Insurance Fund

- **Sponsor EIN:** 316171908

- **Sponsor Address:** 1200 EAST SECOND STREET, DAYTON, OH, 45403

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 797

- **Total Assets:** $21.3M

## 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.|

| 2024|797|$21.3M|$18.0M|$163,900|

| 2023|623|$13.2M|$11.9M|$256,224|

| 2022|454|$8.8M|$9.6M|$267,670|

## 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|

| UMR, INC.|Other Service Provider|$603,537|$31,807|$635,344|

| COMMUNITY INSURANCE COMPANY|Other Service Provider|$95,596|$27,835|$123,431|

| UNITED ACTUARIAL SERVICES INC|Other Service Provider|$73,327|—|$73,327|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$34,522|—|$34,522|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$33,382|—|$33,382|

| LEDBETTER PARISI, LLC|Other Service Provider|$26,127|—|$26,127|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$13,183|—|$13,183|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $939,316

- **Estimated Expense Ratio:** 4.411% 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|$802,981|$13,183|$607,437|$34,522|—|

| 2023|$587,779|$16,034|$410,869|$32,551|—|

| 2022|$491,239|$21,284|$319,305|—|$108,822|

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