# United Association Of Plumbers Local 8 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/united-association-of-plumbers-local-8-health-welfare-fund-440582944-501

> United Association Of Plumbers Local 8 Health & Welfare Fund's Health & Welfare plan: 615 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/spencer-fane-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-association-of-plumbers-local-8-health-welfare-fund-440582944-501)

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