# Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-pipefitters-local-no-421-health-and-welfare-fu-566085074-501

> Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu's Health & Welfare plan: 1,336 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu

- **Sponsor EIN:** 566085074

- **Sponsor Address:** 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,336

- **Total Assets:** $25.2M

## 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|1,336|$25.2M|$20.6M|$108,212|

| 2023|948|$17.5M|$12.8M|$157,198|

| 2022|825|$17.1M|$10.7M|$186,525|

## 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|

| NATIONAL EMPLOYEE BENEFIT ADMIN|Other Service Provider|$473,047|—|$473,047|

| LAPADULA CARLSON + CO.|Auditor|$83,439|—|$83,439|

| ARNALL GOLDEN GREGORY LLP|Other Service Provider|$44,891|—|$44,891|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$20,312|—|$20,312|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$15,654|—|$15,654|

### Verified Provider Profiles

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

- [LAPADULA CARLSON + CO.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $637,343

- **Estimated Expense Ratio:** 2.533% 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|$848,690|$45,526|$428,517|$77,382|—|

| 2023|$699,998|$43,961|$284,487|$67,064|—|

| 2022|$747,892|$92,647|$283,340|—|$198,356|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-plumbers-pipefitters-local-no-421-health-and-welfare-fu-566085074-501)

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