# U.A. Local 160 Health & Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/u-a-local-160-health-welfare-plan-376134925-501

> U.A. Local 160 Health & Welfare Plan's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.A. Local 160 Health & Welfare Plan

- **Sponsor EIN:** 376134925

- **Sponsor Address:** PO BOX 81, MURPHYSBORO, IL, 62966

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 105

- **Total Assets:** $3.3M

## 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|105|$3.3M|$2.3M|$177,471|

| 2023|210|$2.7M|$2.3M|$176,542|

| 2022|201|$2.2M|$2.3M|$144,066|

## 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|

| CITIZEN'S RX|Other Service Provider|$150,914|—|$150,914|

| GROUP ADMINISTRATORS|Other Service Provider|$28,517|—|$28,517|

| LABOR FIRST, LLC|Other Service Provider|$17,291|—|$17,291|

| GRABEL, SCHNIEDERS, HOLLMAN & CO PC|Other Service Provider|$10,552|—|$10,552|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $207,274

- **Estimated Expense Ratio:** 6.367% 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|$45,853|—|$28,377|$10,552|—|

| 2023|$41,883|—|$28,254|$8,000|—|

| 2022|$37,366|—|$24,757|—|$7,000|

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