# Trustees Plumbers & Fitters Local Union 295 Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-plumbers-fitters-local-union-295-welfare-plan-596134281-501

> Trustees Plumbers & Fitters Local Union 295 Welfare Plan's Health & Welfare plan: 282 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Plumbers & Fitters Local Union 295 Welfare Plan

- **Sponsor EIN:** 596134281

- **Sponsor Address:** 8657 BAYPINE ROAD BLDG. 5 STE 200, JACKSONVILLE, FL, 32256

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 282

- **Total Assets:** $7.3M

## 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|282|$7.3M|$4.8M|$269,590|

| 2023|252|$6.5M|$3.9M|$243,735|

| 2022|257|$6.2M|$3.8M|$225,195|

## 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|

| UNITED HEATHCARE SHARED SERVICES|Other Service Provider|$112,879|—|$112,879|

| NATIONAL EMPLOYEE BENEFITS ADMIN.|Other Service Provider|$70,239|—|$70,239|

| KARPUS INVESTMENT MANAGEMENT|Other Service Provider|$51,614|—|$51,614|

| GRAIL, LLC|Other Service Provider|$47,464|—|$47,464|

| LABOR FIRST, LLC|Other Service Provider|$39,150|—|$39,150|

| LASSITER-WARE INC.|Other Service Provider|$33,007|—|$33,007|

| U.A. OF JOURNEYMEN & 295 PPF|Other Service Provider|$32,283|—|$32,283|

| NOVAK FRANCELLA, LLC|Auditor|$28,070|—|$28,070|

| SUGARMAN, SUSSKIND, BRASWELL & HERR|Other Service Provider|$27,500|—|$27,500|

| ACRISURE|Other Service Provider|$24,915|—|$24,915|

| MEDEXPERT INTERNATIONAL, INC.|Other Service Provider|$20,331|—|$20,331|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$12,000|—|$12,000|

| TELADOC HEALTH, INC.|Other Service Provider|$10,910|—|$10,910|

| PENSION FUND EVALUATIONS INC.|Other Service Provider|$7,500|—|$7,500|

| PART D ADVISORS, INC.|Other Service Provider|$5,500|—|$5,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $523,362

- **Estimated Expense Ratio:** 7.144% 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|$358,904|$59,114|$70,239|$23,300|—|

| 2023|$310,534|$55,627|$65,349|$21,744|—|

| 2022|$314,704|$60,177|$68,441|—|$82,704|

## Similar Plans

- [Apex Service Partners, LLC](https://planprovider.pro/companies/apex-service-partners-llc-842081770-503) — 9,440 participants

- [Apex Services Partners LLC](https://planprovider.pro/companies/apex-services-partners-llc-401k-plan) — 9,228 participants

- [Southern Hvac Corporation](https://planprovider.pro/companies/southern-hvac-corporation-812606496-501) — 1,309 participants

- [Southern Hvac Corporation](https://planprovider.pro/companies/southern-hvac-corporation-401k-plan) — 1,114 participants

- [B & I Contractors, INC.](https://planprovider.pro/companies/b-i-contractors-inc-401k-plan) — 1,009 participants

- [Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund](https://planprovider.pro/companies/trustees-of-journeymen-apprentices-of-local-188-annuity-fund-plan) — 676 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-plumbers-fitters-local-union-295-welfare-plan-596134281-501)

© 2026 PlanProvider.Pro