# Trustees , Plumbers And Pipefitters' Welfare Educational Fund Health & Welfare Plan Source: https://planprovider.pro/companies/trustees-plumbers-and-pipefitters-welfare-educational-fund-430657966-501 > Trustees , Plumbers And Pipefitters' Welfare Educational Fund's Health & Welfare plan: 2,918 participants, plan year 2025 financials, providers, and benchmar… Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Trustees , Plumbers And Pipefitters' Welfare Educational Fund - **Sponsor EIN:** 430657966 - **Sponsor Address:** 3640 CORPORATE TRAIL DRIVE, EARTH CITY, MO, 63045 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 2,918 - **Total Assets:** $219.7M ## 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.| | 2025|2,918|$219.7M|$0|$0| | 2024|2,791|$210.8M|$80.2M|$3.8M| | 2023|2,600|$194.9M|$75.7M|$3.8M| | 2022|2,501|$177.6M|$68.0M|$3.8M| ## 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| | MERITAIN HEALTH|Other Service Provider|$1,451,167|—|$1,451,167| | LABOR FIRST LLC|Other Service Provider|$785,127|—|$785,127| | M. COLLOM|Other Service Provider|$202,697|—|$202,697| | K. O'MARA|Other Service Provider|$182,524|—|$182,524| | COMMERCE TRUST COMPANY|Other Service Provider|$174,749|—|$174,749| | P. GALLAGHER|Other Service Provider|$174,072|—|$174,072| | ANDERS MINKLER HUBER & HELM LLP|Other Service Provider|$168,629|—|$168,629| | DELTA DENTAL|Other Service Provider|$166,756|—|$166,756| | T. MADDEN|Other Service Provider|$150,743|—|$150,743| | S. PEROTTI|Other Service Provider|$146,817|—|$146,817| | MAXORPLUS PHARMACY BENEFIT|Other Service Provider|$146,447|—|$146,447| | S. KIELY|Other Service Provider|$146,004|—|$146,004| | J. SUMMERS|Other Service Provider|$143,291|—|$143,291| | D. O'CONNELL|Other Service Provider|$140,461|—|$140,461| | J. SANSONE|Other Service Provider|$140,040|—|$140,040| | T. BIELICKI|Other Service Provider|$136,643|—|$136,643| | K. MCDONOUGH|Other Service Provider|$135,623|—|$135,623| | A. CAMMARATA|Other Service Provider|$132,679|—|$132,679| | B. HOWELL|Other Service Provider|$127,507|—|$127,507| | B. FLYNN|Other Service Provider|$119,978|—|$119,978| | J. HICKEY|Other Service Provider|$118,641|—|$118,641| | M. HEPBURN|Other Service Provider|$117,161|—|$117,161| | L. SCHAFER|Other Service Provider|$116,022|—|$116,022| | C. LOCK|Other Service Provider|$114,619|—|$114,619| | ZELIS|Other Service Provider|$110,546|—|$110,546| | HARTNETT REYES-JONES, LLC|Other Service Provider|$109,629|—|$109,629| | K. BUSHMAN|Other Service Provider|$109,527|—|$109,527| | N. BORDERS|Other Service Provider|$108,731|—|$108,731| | M. BURTON|Other Service Provider|$101,084|—|$101,084| | M. MENSIO|Other Service Provider|$98,557|—|$98,557| | C. CHRISTIAN-BRICE|Other Service Provider|$98,542|—|$98,542| | K. JOHNDROW|Other Service Provider|$94,992|—|$94,992| | SAV RX|Other Service Provider|$93,752|—|$93,752| | M. HARCHARIK|Other Service Provider|$92,043|—|$92,043| | L. DELUCA|Other Service Provider|$90,238|—|$90,238| | M. DANCHUS|Other Service Provider|$89,342|—|$89,342| | S. GEORGER|Other Service Provider|$85,892|—|$85,892| | D. O'NEAL|Other Service Provider|$85,719|—|$85,719| | M. SANDERS|Other Service Provider|$85,719|—|$85,719| | C. NENNINGER|Other Service Provider|$84,841|—|$84,841| | J. DISKO|Other Service Provider|$84,328|—|$84,328| | K. HOLDMEYER|Other Service Provider|$83,851|—|$83,851| | B. FINK|Other Service Provider|$82,805|—|$82,805| | S. HUNT|Other Service Provider|$79,094|—|$79,094| | D. SKILJAN|Other Service Provider|$78,983|—|$78,983| | PBIRX|Other Service Provider|$78,659|—|$78,659| | E. GEORGER|Other Service Provider|$78,261|—|$78,261| | C. SELLINI|Other Service Provider|$78,029|—|$78,029| | T. WAYNE|Other Service Provider|$77,185|—|$77,185| | UNITED ACTUARIAL SERVICES|Other Service Provider|$76,883|—|$76,883| | C. SCHULTE|Other Service Provider|$73,698|—|$73,698| | CHARLES L. CRANE AGENCY|Other Service Provider|—|$73,023|$73,023| | A. LATZEL|Other Service Provider|$72,240|—|$72,240| | B. ARNET|Other Service Provider|$71,978|—|$71,978| | S. BONDURANT|Other Service Provider|$71,858|—|$71,858| | C. O'TOOLE|Other Service Provider|$71,397|—|$71,397| | F. WHITE-WALKER|Other Service Provider|$71,179|—|$71,179| | J. STEINRAUF|Other Service Provider|$70,843|—|$70,843| | B. CONSTANCE|Other Service Provider|$69,019|—|$69,019| | J. SLOAN|Other Service Provider|$60,246|—|$60,246| | S. MILLIGAN|Other Service Provider|$52,447|—|$52,447| | A. CHAMBERLIN|Other Service Provider|$49,407|—|$49,407| | L. O'MARA|Other Service Provider|$44,273|—|$44,273| | L. SCHACKELFORD|Other Service Provider|$43,038|—|$43,038| | R. SCHROEDER|Other Service Provider|$41,609|—|$41,609| | VISION SERVICE PLAN|Other Service Provider|$33,808|—|$33,808| | ROBERT HALF|Other Service Provider|$30,771|—|$30,771| | L. SCHMIDT|Other Service Provider|$30,016|—|$30,016| | L. BECK|Other Service Provider|$25,230|—|$25,230| | T. SCHMIDT|Other Service Provider|$25,140|—|$25,140| | MARQUETTE ASSOCIATES|Other Service Provider|$25,000|—|$25,000| | MINUTEMAN PRESS|Other Service Provider|$7,256|—|$7,256| | ASTON CARTER, INC.|Other Service Provider|$5,376|—|$5,376| ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $8,894,481 - **Estimated Expense Ratio:** 4.048% 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| | 2025|$98,114,610|$90,184|—|—|—| | 2024|$6,914,441|$84,799|—|$143,445|—| | 2023|$6,892,600|$80,939|—|—|—| | 2022|$6,653,142|$79,466|—|—|$282,692| ## Similar Plans - [Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T](https://planprovider.pro/companies/trustees-plumbers-pipefitters-local-supplemental-pension-plan-t-plan) — 4,032 participants - [Pipe Fitters Local No. 533 Health And Welfare Plan](https://planprovider.pro/companies/pipe-fitters-local-no-533-health-and-welfare-plan-440651452-501) — 1,467 participants - [Board Of Trustees Of Smart Local Union No. 36 Welfare Plan](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-welfare-plan-430681778-501) — 1,433 participants - [Board Of Trustees Of Smart Local Union No. 36 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-pension-fund-plan) — 1,381 participants - [Plumbers Local 8 Dc Plan](https://planprovider.pro/companies/plumbers-local-8-dc-plan-plan) — 996 participants - [Flint Holding Company, LLC](https://planprovider.pro/companies/flint-holding-company-llc-401k-plan-002) — 791 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-plumbers-and-pipefitters-welfare-educational-fund-430657966-501) © 2026 PlanProvider.Pro