# Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-union-no-33-health-welfare-trust-420930021-501

> Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust's Health & Welfare plan: 1,441 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/deboer-and-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|

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