# Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-steamfitters-local-440-health-welfare-plan-351899607-502

> Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan's Health & Welfare plan: 2,383 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan

- **Sponsor EIN:** 351899607

- **Sponsor Address:** 3440 KOSSUTH STREET, LAFAYETTE, IN, 479035769

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 2,383

- **Total Assets:** $61.6M

## 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|2,383|$61.6M|$46.0M|$2.5M|

| 2023|1,993|$53.9M|$41.5M|$2.5M|

| 2022|1,647|$38.5M|$32.7M|$2.4M|

## 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|

| MARATHON HEALTH, LLC|Other Service Provider|$1,697,049|—|$1,697,049|

| ANTHEM INSURANCE COMPANIES|Other Service Provider|$1,229,117|—|$1,229,117|

| S.C. MILLER & COMPANY|Other Service Provider|$712,230|—|$712,230|

| LABOR FIRST|Other Service Provider|$333,202|—|$333,202|

| HINES & ASSOCIATES|Other Service Provider|$181,106|—|$181,106|

| SWORD HEALTH, INC|Other Service Provider|$82,810|—|$82,810|

| RED-CARD SYSTEMS, LLC|Other Service Provider|$68,272|—|$68,272|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$64,492|—|$64,492|

| JOHNSON & KROL, LLC|Other Service Provider|$52,118|—|$52,118|

| PNC BANK|Other Service Provider|$41,253|—|$41,253|

| BLACKHORSE|Other Service Provider|$39,983|—|$39,983|

| REGIONS BANK|Other Service Provider|$37,810|—|$37,810|

| THE MAIL GROUP|Other Service Provider|$31,663|—|$31,663|

| SAVE-RX|Other Service Provider|$30,926|—|$30,926|

| MARINER INSTITUTIONAL, FKA ANDCO|Other Service Provider|$20,000|—|$20,000|

| FORMS TECH|Other Service Provider|$16,511|—|$16,511|

| L.M. HENDERSON & COMPANY, LLP|Other Service Provider|$15,955|—|$15,955|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,654,497

- **Estimated Expense Ratio:** 7.562% 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|$2,599,541|$61,253|$712,230|$15,955|—|

| 2023|$2,161,634|$58,439|$659,692|$15,802|—|

| 2022|$1,840,942|$54,624|$595,505|—|$145,719|

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