# Plumbers & Steamfitters Local 141 H & W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-141-h-w-fund-720800067-501

> Plumbers & Steamfitters Local 141 H & W Fund's Health & Welfare plan: 595 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-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|

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