Plan Snapshot
- Plan Sponsor: Trustees Of Tri-County Building Trades Health Fund
- Sponsor EIN: 340751987
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 25545
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,336
- Total Assets: $39.9M
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 | $39.9M | $25.0M | $1.8M |
| 2023 | 1,234 | $34.5M | $23.7M | $2.0M |
| 2022 | 1,229 | $29.4M | $22.4M | $1.7M |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY G1728 | Other Service Provider | $709,978 | — | $709,978 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $432,646 | — | $432,646 |
| PAYDHEALTH LLC | Other Service Provider | $386,013 | — | $386,013 |
| THE HORTON GROUP INC | Other Service Provider | $120,478 | — | $120,478 |
| JOHNSON & KROL LLC | Other Service Provider | $88,809 | — | $88,809 |
| JOHNSON PRINTING | Other Service Provider | $51,538 | — | $51,538 |
| DELTA DENTAL OF OHIO | Other Service Provider | $47,818 | — | $47,818 |
| EMPIRX HEALTH | Other Service Provider | $41,405 | — | $41,405 |
| SMW LOCAL 33 BENEFIT FUNDS INC | Other Service Provider | $18,553 | — | $18,553 |
| NATIONAL INVESTMENT SERVICES OF AME | Other Service Provider | $18,236 | — | $18,236 |
| GRAY, GRIFFITH & MAYS | Other Service Provider | $17,500 | — | $17,500 |
| GRAYSTONE CONSULTING | Other Service Provider | $13,220 | — | $13,220 |
| CUNI RUST & STRENK | Other Service Provider | $11,750 | — | $11,750 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $8,750 | — | $8,750 |
| SAV-RX | Other Service Provider | $5,367 | — | $5,367 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,972,061
- Estimated Expense Ratio: 4.943% 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 | $1,851,076 | — | $411,950 | $20,593 | — |
| 2023 | $1,543,389 | — | $336,881 | $13,407 | — |
| 2022 | $285,987 | $43,750 | — | — | $188,198 |