# Trustees Of Tri-County Building Trades Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-tri-county-building-trades-health-fund-340751987-501

> Trustees Of Tri-County Building Trades Health Fund's Health & Welfare plan: 1,336 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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|

## Similar Plans

- [Board Of Trustees - Sheet Metal Workers Local 98 Welfare Plan](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-98-welfare-plan-314397633-501) — 905 participants

- [Board Of Trustees - Sheet Metal Workers Local 98 Pension Fund](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-98-pension-fund-plan) — 883 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-tri-county-building-trades-health-fund-340751987-501)

© 2026 PlanProvider.Pro