Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust
- Sponsor EIN: 420930021
- Sponsor Address: 2501 BELL AVENUE, DES MOINES, IA, 503211118
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,441
- Total Assets: $98.0M
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 | 1,441 | $98.0M | $23.4M | $1.4M |
| 2023 | 1,430 | $87.4M | $22.6M | $1.4M |
| 2022 | 1,285 | $73.8M | $20.3M | $1.4M |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD | Other Service Provider | $865,157 | — | $865,157 |
| FOX ROTHSCHILD, LLP | Other Service Provider | $206,822 | — | $206,822 |
| JAMA BARBOUR | Other Service Provider | $105,446 | — | $105,446 |
| JAMIE KOOYMAN | Other Service Provider | $102,612 | — | $102,612 |
| ZACH HESTER | Other Service Provider | $90,446 | — | $90,446 |
| BASYS, INC. | Other Service Provider | $72,994 | — | $72,994 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $60,204 | — | $60,204 |
| THE SEGAL COMPANY | Other Service Provider | $54,546 | $3,916 | $58,462 |
| JORDYN COX | Other Service Provider | $54,138 | — | $54,138 |
| PAUL LAMUNYON | Other Service Provider | $44,810 | — | $44,810 |
| DAWN NELSON | Other Service Provider | $44,623 | — | $44,623 |
| DEBOER & ASSOCIATES, PC | Auditor | $39,238 | — | $39,238 |
| ASSET CONSULTING GROUP | Other Service Provider | $24,000 | — | $24,000 |
| NINETY ONE INTERNATIONAL DYNAMIC | Other Service Provider | $20,895 | — | $20,895 |
| IOWA STATE BANK | Other Service Provider | $18,550 | — | $18,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,808,397
- Estimated Expense Ratio: 1.846% 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 | $1,434,721 | $24,000 | — | $25,413 | — |
| 2023 | $1,220,310 | $22,000 | — | $24,900 | — |
| 2022 | $1,079,306 | $108,743 | — | — | $93,053 |