# Plumbers & Steamfitters Local 150 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-150-health-welfare-fund-581274987-501

> Plumbers & Steamfitters Local 150 Health & Welfare Fund's Health & Welfare plan: 507 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/daniels-irwin-and-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|

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