# Trustees Of Laborers Local 130 Health &amp; Welfare Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-laborers-local-130-health-welfare-fund-236408433-501

> Trustees Of Laborers Local 130 Health &amp; Welfare Fund&#39;s Health &amp; Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Laborers Local 130 Health & Welfare Fund

- **Sponsor EIN:** 236408433

- **Sponsor Address:** 431 WYOMING AVE, SUITE 10, SCRANTON, PA, 185031228

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $1.5M

## 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|0|$1.5M|$0|$16,120|

| 2023|302|$1.5M|$863,014|$31,962|

| 2022|74|$1.4M|$1.5M|$43,817|

## 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|

| ALAN ROSS & COMPANY, PC|Other Service Provider|$15,586|—|$15,586|

| BARATZ & ASSOCIATES PA|Other Service Provider|$6,175|—|$6,175|

| LAWRENCE C MUSGROVE ASSOCIATES|Other Service Provider|$6,000|—|$6,000|

| CAPTRUST FINANICAL ADVISORS|Other Service Provider|$5,927|—|$5,927|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,688

- **Estimated Expense Ratio:** 2.239% 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|$43,757|$5,927|$6,000|$21,761|—|

| 2023|$92,033|$5,754|$36,240|$15,945|—|

| 2022|$92,439|$5,587|$51,360|—|$28,422|

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