Plan Snapshot
- Plan Sponsor: Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru
- Sponsor EIN: 596134296
- Sponsor Address: 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 772
- Total Assets: $27.8M
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 | 772 | $27.8M | $14.8M | $761,542 |
| 2023 | 676 | $21.4M | $13.0M | $787,004 |
| 2022 | 549 | $17.7M | $11.1M | $807,089 |
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 BENEFITS ADMIN | Other Service Provider | $366,859 | — | $366,859 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $144,808 | — | $144,808 |
| LAPADULA CARLSON & CO. | Auditor | $40,763 | — | $40,763 |
| SUGARMAN & SUSSKIND PA | ERISA Attorney | $38,041 | — | $38,041 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $13,308 | — | $13,308 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO. — Auditor
- SUGARMAN & SUSSKIND PA — ERISA Attorney
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $603,779
- Estimated Expense Ratio: 2.169% 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 | $729,439 | $16,308 | $250,538 | $39,938 | — |
| 2023 | $683,110 | $10,632 | $226,756 | $33,817 | — |
| 2022 | $612,164 | $14,780 | $222,505 | — | $263,607 |