# Trustees - U.A. Local Union No. 614 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-u-a-local-union-no-614-health-and-welfare-fund-620637976-501

> Trustees - U.A. Local Union No. 614 Health And Welfare Fund's Health & Welfare plan: 668 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - U.A. Local Union No. 614 Health And Welfare Fund

- **Sponsor EIN:** 620637976

- **Sponsor Address:** 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 37072

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 668

- **Total Assets:** $14.2M

## 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|668|$14.2M|$9.0M|$484,190|

| 2023|613|$12.1M|$10.5M|$502,472|

| 2022|523|$8.3M|$7.7M|$520,246|

## 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|

| CIGNA|Other Service Provider|$372,978|—|$372,978|

| SOUTHERN BENEFIT ADMIN|Other Service Provider|$217,469|—|$217,469|

| NOVARA TESIJA & CATENACCI, PLLC|Other Service Provider|$112,234|—|$112,234|

| LABOR FIRST|Other Service Provider|$62,980|—|$62,980|

| NEEDLES & ASSOCIATES LLC|Other Service Provider|$53,204|—|$53,204|

| NEW SOUTH CAPITAL MANAGEMENT|Other Service Provider|$25,830|—|$25,830|

| UNITED ACTUARIAL SERVICES, INC|Other Service Provider|$6,025|—|$6,025|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $850,720

- **Estimated Expense Ratio:** 6.005% 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|$861,161|$34,438|$589,463|$53,204|—|

| 2023|$767,708|$25,849|$533,566|$38,191|—|

| 2022|$700,381|$18,856|$484,728|—|$181,362|

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