# Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/tuscaloosa-plumbers-steamfitters-local-372-welfare-fund-630267566-501

> Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund's Health & Welfare plan: 229 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund

- **Sponsor EIN:** 630267566

- **Sponsor Address:** 1717 OLD SHELL ROAD, MOBILE, AL, 36604

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 229

- **Total Assets:** $13.8M

## 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|229|$13.8M|$3.3M|$139,282|

| 2023|217|$12.3M|$3.0M|$141,733|

| 2022|205|$10.8M|$2.6M|$148,225|

## 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|

| GULF STATES CONSULTANTS & ADMINISTR|Other Service Provider|$92,800|—|$92,800|

| BLUE CROSS & BLUE SHIELD OF ALABAMA|Other Service Provider|$16,058|—|$16,058|

| WAY, RAY, SHELTON & CO. PC|Auditor|$15,000|—|$15,000|

| REYNOLDS CONSULTING|Other Service Provider|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [WAY, RAY, SHELTON & CO. PC](https://planprovider.pro/provider/way-ray-shelton-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,358

- **Estimated Expense Ratio:** 0.955% 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|$146,738|$27,954|—|$15,000|—|

| 2023|$138,006|$29,351|—|$15,000|—|

| 2022|$124,983|$17,180|—|—|$100,343|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tuscaloosa-plumbers-steamfitters-local-372-welfare-fund-630267566-501)

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