# Plumbers & Steamfitters Local 150 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-150-vacation-fund-581696665-501

> Plumbers & Steamfitters Local 150 Vacation Fund's Health & Welfare plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 150 Vacation Fund

- **Sponsor EIN:** 581696665

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 119

- **Total Assets:** $146,421

## 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|119|$146,421|$366,378|$0|

| 2023|136|$185,342|$499,200|$0|

| 2022|158|$191,894|$775,499|$0|

## 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|

| DANIELS, IRWIN & AYLOR, CPAS|Auditor|$2,700|—|$2,700|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,700

- **Estimated Expense Ratio:** 1.844% 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|$6,390|—|$2,400|$2,700|—|

| 2023|$6,162|—|$2,400|$2,500|—|

| 2022|$7,019|—|$2,400|—|$3,000|

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