Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 141 H & W Fund
- Sponsor EIN: 720800067
- Sponsor Address: 7113 WEST BERT KOUNS INDUSTRIAL LOO, SHREVEPORT, LA, 71129
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 595
- Total Assets: $12.5M
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 | 595 | $12.5M | $7.5M | $203,438 |
| 2023 | 570 | $10.6M | $6.1M | $161,114 |
| 2022 | 540 | $10.3M | $5.9M | $202,010 |
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 |
|---|---|---|---|---|
| BENEFIT RESOURCES, INC. | Other Service Provider | $143,962 | — | $143,962 |
| UBS FINANCIAL SERVICES | Recordkeeper | $78,964 | — | $78,964 |
| TED WINDSOR & ASSOCIATES | Other Service Provider | $50,400 | — | $50,400 |
| ROBIEN, URANN, SPENCER, PICARD & CA | Other Service Provider | $31,709 | — | $31,709 |
| EDWARDS AND LEATHERS, P.C. | Other Service Provider | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,035
- Estimated Expense Ratio: 2.543% 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 | $358,317 | $78,964 | $143,962 | $14,000 | — |
| 2023 | $304,577 | $45,016 | $143,331 | $14,000 | — |
| 2022 | $349,133 | $62,346 | $156,981 | — | $84,148 |