# Shreveport Electrical Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/shreveport-electrical-health-welfare-fund-726033767-501

> Shreveport Electrical Health & Welfare Fund's 401(k) plan: 491 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shreveport Electrical Health & Welfare Fund

- **Sponsor EIN:** 726033767

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 491

- **Total Assets:** $13.2M

## 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|491|$13.2M|$7.9M|$249,871|

| 2023|510|$11.0M|$7.3M|$238,217|

| 2022|471|$8.6M|$6.5M|$202,216|

## 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|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$240,755|—|$240,755|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$158,400|—|$158,400|

| DANIELS, IRWIN & AYLOR CPAS|Auditor|$13,675|—|$13,675|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$11,158|—|$11,158|

| ROBEIN, URANN, SPENCER, PICARD|Other Service Provider|$10,994|—|$10,994|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$5,900|—|$5,900|

| REGIONS BANK|Other Service Provider|$5,665|—|$5,665|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $446,547

- **Estimated Expense Ratio:** 3.380% 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|$482,095|—|$138,800|$13,675|—|

| 2023|$454,697|—|$133,600|$12,750|—|

| 2022|$455,579|—|$128,000|—|$35,573|

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