# Plumbers & Pipefitters Local 9 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-9-welfare-fund-222212764-501

> Plumbers & Pipefitters Local 9 Welfare Fund's Health & Welfare plan: 659 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 9 Welfare Fund

- **Sponsor EIN:** 222212764

- **Sponsor Address:** 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 659

- **Total Assets:** $43.7M

## 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|659|$43.7M|$29.7M|$2.0M|

| 2023|643|$39.0M|$27.6M|$2.0M|

| 2022|813|$33.2M|$25.1M|$2.2M|

## 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|

| HORIZON HEALTHCARE SERVICES, INC|Other Service Provider|$774,376|—|$774,376|

| IE SHAFFER & CO|Other Service Provider|$720,666|—|$720,666|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$121,320|—|$121,320|

| GERSON & ASSOC., CPAS AND ADVISORS|Other Service Provider|$48,718|—|$48,718|

| EXPRESS SCRIPTS, INC|Other Service Provider|$47,358|—|$47,358|

| LINDABURY, MCCORMICK, ESTABROOK, CO|Other Service Provider|$40,200|—|$40,200|

| OBRIEN, BELLAND & BUSHINSKY|Other Service Provider|$16,714|—|$16,714|

| THE MCKEOGH COMPANY|Other Service Provider|$10,500|—|$10,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,779,852

- **Estimated Expense Ratio:** 4.076% 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|$1,026,277|$121,320|$720,666|$48,718|—|

| 2023|$975,612|$80,960|$705,473|$51,142|—|

| 2022|$779,495|$85,079|$535,365|—|$109,272|

## Similar Plans

- [United Association Local 322 Annuity Fund](https://planprovider.pro/companies/united-association-local-322-annuity-fund-222708962-001) — 2,192 participants

- [Plumbers And Pipefitters Local 9 Surety Fund](https://planprovider.pro/companies/plumbers-and-pipefitters-local-9-surety-fund-222383293-001) — 1,708 participants

- [Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Fund](https://planprovider.pro/companies/refrigeration-a-c-service-div-ua-nj-welfare-fund-226211042-501) — 1,659 participants

- [Board Of Trustees Steamfitters Surety Fund Local 475](https://planprovider.pro/companies/board-of-trustees-steamfitters-surety-fund-local-475-plan) — 1,582 participants

- [Plumbers Local 24 Annuity Fund](https://planprovider.pro/companies/plumbers-local-24-annuity-fund-222372054-001) — 758 participants

- [Plumbers Local 9 Pension Fund](https://planprovider.pro/companies/plumbers-local-9-pension-fund-510219541-001) — 738 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-local-9-welfare-fund-222212764-501)

© 2026 PlanProvider.Pro