Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers Local 210 Health And Welfare Fund
- Sponsor EIN: 320047529
- Sponsor Address: 2901 E. 83RD PLACE, MERRILLVILLE, IN, 46410
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 325
- Total Assets: $6.5M
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 | 325 | $6.5M | $5.9M | $545,274 |
| 2023 | 303 | $5.4M | $5.1M | $507,621 |
| 2022 | 266 | $5.6M | $4.6M | $449,665 |
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 |
|---|---|---|---|---|
| EVERSIDE HEALTH | Other Service Provider | $316,387 | — | $316,387 |
| ALLIED BENEFIT SYSTEMS INC | Other Service Provider | $284,845 | — | $284,845 |
| ANTHEM INSURANCE COMPANIES, INC | Other Service Provider | — | $167,785 | $167,785 |
| LABOR FIRST LLC | Other Service Provider | $33,679 | — | $33,679 |
| S. FECAROTTA | Other Service Provider | $28,771 | — | $28,771 |
| LEGACY PROFESSIONALS LLP | Auditor | $27,950 | — | $27,950 |
| SOLXSYS ADMIN. SOLUTIONS, LLC | Other Service Provider | $18,955 | — | $18,955 |
| JOHNSON & KROL, LLC | Other Service Provider | $17,139 | — | $17,139 |
| CHEIRON INC | Other Service Provider | $13,500 | — | $13,500 |
| MARQUETTE ASSOCIATES | Other Service Provider | $8,782 | — | $8,782 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $917,793
- Estimated Expense Ratio: 14.199% 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 | $206,465 | $8,782 | $18,955 | $27,950 | — |
| 2023 | $223,289 | $8,526 | $14,336 | $27,950 | — |
| 2022 | $199,320 | $9,330 | $12,906 | — | $65,431 |