# Plumbers & Steamfitters Local 247 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-247-health-welfare-fund-726041321-501

> Plumbers & Steamfitters Local 247 Health & Welfare Fund's Health & Welfare plan: 187 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 247 Health & Welfare Fund

- **Sponsor EIN:** 726041321

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 187

- **Total Assets:** $7.4M

## 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|187|$7.4M|$2.4M|$112,848|

| 2023|187|$6.8M|$2.4M|$115,856|

| 2022|205|$6.0M|$2.4M|$141,180|

## 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|

| BLUECROSS BLUESHIELD OF ILLINOIS|Other Service Provider|$120,176|—|$120,176|

| SOUTHERN BENEFIT ADMINISTRATORS INC|Other Service Provider|$119,043|—|$119,043|

| DANIELS, IRWIN & AYLOR CPAS|Other Service Provider|$15,100|—|$15,100|

| REGIONS BANK|Other Service Provider|$10,148|—|$10,148|

| ROBEIN URANN SPENCER PICARD CANGEMI|Other Service Provider|$9,462|—|$9,462|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $273,929

- **Estimated Expense Ratio:** 3.722% 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|$312,554|—|$93,600|$15,100|—|

| 2023|$280,763|—|$93,600|$15,650|—|

| 2022|$301,890|—|$93,600|—|$31,231|

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