# Southeastern Pipetrades Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/southeastern-pipetrades-health-welfare-fund-581903188-501

> Southeastern Pipetrades Health & Welfare Fund's Health & Welfare plan: 766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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