Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 150 Health & Welfare Fund
- Sponsor EIN: 581274987
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 507
- Total Assets: $4.4M
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 | 507 | $4.4M | $8.6M | $435,652 |
| 2023 | 511 | $3.8M | $8.1M | $476,628 |
| 2022 | 556 | $4.4M | $8.1M | $504,105 |
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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $156,243 | — | $156,243 |
| BROWN & BROWN OF CONNECTICUT | Other Service Provider | $75,000 | — | $75,000 |
| ARNALL GOLDEN GREGORY | Other Service Provider | $30,982 | — | $30,982 |
| DANIELS IRWIN & AYLOR | Auditor | $15,250 | — | $15,250 |
| REGIONS BANK | Other Service Provider | $10,046 | — | $10,046 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,521
- Estimated Expense Ratio: 6.586% 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 | $664,644 | — | $138,000 | $15,250 | — |
| 2023 | $255,570 | — | $138,000 | $14,150 | — |
| 2022 | $225,902 | — | $138,000 | — | $49,981 |