# Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-the-plumbers-pipefitters-local-union-no-630-welfare-tru-596134296-501

> Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru's Health & Welfare plan: 772 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

- [SUGARMAN & SUSSKIND PA](https://planprovider.pro/provider/sugarman-and-susskind-pa) — ERISA Attorney

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-plumbers-pipefitters-local-union-no-630-welfare-tru-596134296-501)

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