# Trustees Of Local 219 Pension Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-local-219-pension-trust-341374275-501

> Trustees Of Local 219 Pension Trust's Health & Welfare plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 219 Pension Trust

- **Sponsor EIN:** 341374275

- **Sponsor Address:** 3660 STUTZ DR., SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 321

- **Total Assets:** $13.1M

## 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|321|$13.1M|$5.1M|$476,961|

| 2023|291|$11.1M|$4.8M|$505,355|

| 2022|296|$9.7M|$4.4M|$550,728|

## 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|

| COMMUNITY INSURANCE COMPANY (G1728)|Other Service Provider|$122,370|—|$122,370|

| BENESYS, INC.|Other Service Provider|$85,207|—|$85,207|

| THE SEGAL COMPANY|Other Service Provider|$46,637|—|$46,637|

| CIUNI & PANICHI, INC.|Other Service Provider|$21,350|—|$21,350|

| CUNI, RUST & STRENK, INC.|Other Service Provider|$20,800|—|$20,800|

| FAULKNER, HOFFMAN & PHILLIPS, LLC.|Other Service Provider|$17,212|—|$17,212|

| ANCORA ADVISORS, LLC|Other Service Provider|$6,453|—|$6,453|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $320,029

- **Estimated Expense Ratio:** 2.449% 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|$478,839|$9,257|$85,207|$21,350|—|

| 2023|$506,351|$21,163|$91,502|$16,189|—|

| 2022|$393,980|$24,432|$84,560|—|$71,692|

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