Plan Snapshot
- Plan Sponsor: Southeastern Pipetrades Health & Welfare Fund
- Sponsor EIN: 581903188
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 766
- Total Assets: $26.1M
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 | 766 | $26.1M | $10.8M | $96,757 |
| 2023 | 666 | $21.3M | $8.4M | $155,512 |
| 2022 | 680 | $16.5M | $8.3M | $142,685 |
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 TN | Other Service Provider | $385,996 | — | $385,996 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $291,322 | — | $291,322 |
| STRANCH, JENNING & GARVEY | Other Service Provider | $28,829 | — | $28,829 |
| DANIELS IRWIN & AYLOR | Auditor | $23,900 | — | $23,900 |
| FIRST HORIZON BANK | Other Service Provider | $6,257 | — | $6,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $736,304
- Estimated Expense Ratio: 2.824% 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 | $814,428 | — | $272,000 | $23,900 | — |
| 2023 | $727,259 | — | $252,000 | $15,800 | — |
| 2022 | $723,873 | — | $252,000 | — | $51,478 |