# Trustees Of P&P Lu74 Scholarship Pipefitters Local Union 74 Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-p-p-lu74-scholarship-pipefitters-local-union-74-510368359-501

> Trustees Of P&P Lu74 Scholarship Pipefitters Local Union 74's Health & Welfare plan: 441 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of P&P Lu74 Scholarship Pipefitters Local Union 74

- **Sponsor EIN:** 510368359

- **Sponsor Address:** 1000 N.WEST STREET, STE 1267, WILMINGTON, DE, 19801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 441

- **Total Assets:** $161,894

## 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|441|$161,894|$108,116|$0|

| 2023|436|$192,018|$119,866|$0|

| 2022|431|$268,136|$112,498|$0|

| 2020|358|$347,605|$74,528|$0|

## 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|

| WHISMAN, GIORDANO & ASSOCIATES|Auditor|$13,785|—|$13,785|

### Verified Provider Profiles

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

- [WHISMAN, GIORDANO & ASSOCIATES](https://planprovider.pro/provider/whisman-giordano-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,785

- **Estimated Expense Ratio:** 8.515% 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|$20,164|—|$4,008|—|—|

| 2023|$20,019|—|$4,183|—|—|

| 2022|$18,598|—|$4,048|—|$13,498|

| 2020|$10,956|—|$3,930|—|$6,779|

## Similar Plans

- [Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund](https://planprovider.pro/companies/bd-of-tte-of-plum-pipe-lu-no-74-pipefitters-lu-no-74-annuity-fund-plan) — 986 participants

- [Board Of Trustees Of Plumbers 74 Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-plumbers-74-welfare-fund-516174595-501) — 561 participants

- [Iron Workers Local 451 Joint Board Of Trustees](https://planprovider.pro/companies/iron-workers-local-451-joint-board-of-trustees-plan) — 258 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-p-p-lu74-scholarship-pipefitters-local-union-74-510368359-501)

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