# Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-760-health-welfare-trust-fund-636065827-501

> Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund's Health & Welfare plan: 1,198 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund

- **Sponsor EIN:** 636065827

- **Sponsor Address:** PO BOX 2678, MUSCLE SHOALS, AL, 356622678

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,198

- **Total Assets:** $32.9M

## 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|1,198|$32.9M|$14.2M|$311,782|

| 2023|1,260|$28.1M|$12.0M|$366,901|

| 2022|1,242|$24.0M|$12.6M|$459,583|

## 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|

| MORGAN STANLEY|Other Service Provider|$193,019|—|$193,019|

| TEENA MILLER|Other Service Provider|$57,240|—|$57,240|

| BHA CONSULTING, LLC|Other Service Provider|$29,006|—|$29,006|

| BELLOWS ASSOCIATES, P.A.|Other Service Provider|$20,000|—|$20,000|

| INTEGRATED SOFTWARE APPLICATION|Other Service Provider|$6,698|—|$6,698|

| QCWDR LLP|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $311,963

- **Estimated Expense Ratio:** 0.947% 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|$456,891|$193,019|—|—|—|

| 2023|$413,558|$151,102|—|—|—|

| 2022|$380,242|$142,836|—|—|$86,128|

## Similar Plans

- [Board Of Trustees Of Southeastern Ironworkers Annuity Plan](https://planprovider.pro/companies/board-of-trustees-of-southeastern-ironworkers-annuity-plan-plan) — 3,638 participants

- [A.F.Of L.-A.G.C. Building Trades Pension](https://planprovider.pro/companies/a-f-of-l-a-g-c-building-trades-pension-plan) — 1,177 participants

- [Sterling Capital Management, INC.](https://planprovider.pro/companies/sterling-capital-management-inc-631057974-512) — 212 participants

- [Board Of Trustees - M.S.S.A. -I.L.A Local 1985 Maintenance Employeees](https://planprovider.pro/companies/board-of-trustees-m-s-s-a-i-l-a-local-1985-maintenance-employeees-plan) — 194 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-steamfitters-local-760-health-welfare-trust-fund-636065827-501)

© 2026 PlanProvider.Pro