Plan Snapshot
- Plan Sponsor: United Association Of Plumbers Local 8 Health & Welfare Fund
- Sponsor EIN: 440582944
- Sponsor Address: 5950 MANCHESTER TRFY, STE 1, KANSAS CITY, MO, 64130
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 615
- Total Assets: $22.8M
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 | 615 | $22.8M | $14.0M | $314,476 |
| 2023 | 696 | $19.9M | $11.8M | $0 |
| 2022 | 696 | $18.5M | $10.9M | $0 |
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 |
|---|---|---|---|---|
| BCBS | Other Service Provider | $472,167 | — | $472,167 |
| ISSI | Other Service Provider | $129,355 | — | $129,355 |
| THE SEGAL COMPANY | Other Service Provider | $126,338 | — | $126,338 |
| SPENCER FANE BRITT BROWNE LLP | ERISA Attorney | $101,923 | — | $101,923 |
| DANIELLE WILEY | Recordkeeper | $71,903 | — | $71,903 |
| STACY KUHL | Other Service Provider | $56,475 | — | $56,475 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $52,236 | — | $52,236 |
| PLUMBERS LOCAL 8 PENSION FUND | Other Service Provider | $49,787 | — | $49,787 |
| JENNIFER WILLIS | Other Service Provider | $41,674 | — | $41,674 |
| MELANIE CLARK | Other Service Provider | $40,543 | — | $40,543 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $36,642 | — | $36,642 |
| NBPC | Other Service Provider | $26,872 | — | $26,872 |
| OPTUM RX | Other Service Provider | $12,493 | — | $12,493 |
| PLUMBERS LOCAL UNION 8 | Other Service Provider | $12,039 | — | $12,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE BRITT BROWNE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,230,447
- Estimated Expense Ratio: 5.398% 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 | $924,225 | $90,378 | — | $26,872 | — |
| 2023 | $901,122 | $59,573 | — | $70,000 | — |
| 2022 | $659,507 | $77,961 | — | — | $249,215 |