# Plumbers Pipefitters Local 25 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-25-welfare-fund-362510895-501

> Plumbers Pipefitters Local 25 Welfare Fund's Health & Welfare plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Pipefitters Local 25 Welfare Fund

- **Sponsor EIN:** 362510895

- **Sponsor Address:** 1903 52ND AVE, MOLINE, IL, 61265

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,109

- **Total Assets:** $45.0M

## 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|1,109|$45.0M|$17.8M|$2.1M|

| 2023|1,094|$46.0M|$16.4M|$1.7M|

| 2022|1,044|$44.7M|$15.6M|$1.6M|

## 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|

| EVERSIDE HEALTH/ACTIVATE/MARATHON|Other Service Provider|$983,246|—|$983,246|

| P&P LOCAL 25 FRINGE BENEFIT FUNDS L|Other Service Provider|$470,648|—|$470,648|

| MIDWEST ASSOCIATION OF H&W FUNDS|Other Service Provider|$224,070|—|$224,070|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$145,161|—|$145,161|

| HINES & ASSOC|Other Service Provider|$65,285|—|$65,285|

| RJ LEE AND ASSOCIATES|Other Service Provider|$29,750|—|$29,750|

| DANA INVESTMENTS|Other Service Provider|$23,450|—|$23,450|

| CALIBRE CPA GROUP PLLC|Auditor|$19,486|—|$19,486|

| BAUM SIGMAN AUERBACH & NEUMAN|Other Service Provider|$18,321|—|$18,321|

| VISION SERVICE PLAN|Other Service Provider|$18,211|—|$18,211|

| HEALTH LINX|Other Service Provider|$15,000|—|$15,000|

| BARTLETT & CO. LLC|Other Service Provider|$14,494|—|$14,494|

| MILLIMAN|Recordkeeper|$12,775|—|$12,775|

| QUAD CITY BANK & TRUST|Other Service Provider|$10,613|—|$10,613|

| INVESTMENT CONSULTING GROUP|Other Service Provider|$9,500|—|$9,500|

| SANDS CAPITAL MANAGEMENT, LLC|Other Service Provider|$5,403|—|$5,403|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,065,413

- **Estimated Expense Ratio:** 4.590% 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|$781,093|$52,834|$470,648|$21,115|—|

| 2023|$782,047|$61,117|$476,244|$20,154|—|

| 2022|$778,868|$163,350|$468,542|—|$90,086|

## Similar Plans

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