# West Virginia Laborers' Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/west-virginia-laborers-trust-fund-550451207-501

> West Virginia Laborers' Trust Fund's Health & Welfare plan: 1,797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Virginia Laborers' Trust Fund

- **Sponsor EIN:** 550451207

- **Sponsor Address:** ONE UNION SQUARE, SUITE 200, CHARLESTON, WV, 25302

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,797

- **Total Assets:** $145.8M

## 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|1,797|$145.8M|$27.9M|$633,596|

| 2023|2,138|$145.6M|$32.0M|$823,126|

| 2022|1,726|$138.7M|$25.9M|$924,603|

## 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|

| UNION LABOR LIFE INSURANCE COMPANY|Insurance Carrier|$521,588|—|$521,588|

| ADAMS STREET PARTNERS|Investment Advisor|$240,321|—|$240,321|

| ISSI|Other Service Provider|$195,066|—|$195,066|

| HORTON GROUP|Actuary|$168,750|—|$168,750|

| AMERICAN HEALTH|Other Service Provider|$108,415|—|$108,415|

| ADVANCED MANAGEMENT|Other Service Provider|$91,230|—|$91,230|

| MARSH & MCLENNAN COMPANIES, INC.|Insurance Carrier|$76,959|—|$76,959|

| NEW TOWER TRUST COMPANY|Investment Advisor|$71,881|—|$71,881|

| JONES PRINTING|Other Service Provider|$65,327|—|$65,327|

| TELEDOC|Other Service Provider|$63,245|—|$63,245|

| TA REALTY|Investment Advisor|$61,522|—|$61,522|

| SEGALL BRYANT & HAMILL|Investment Advisor|$59,866|—|$59,866|

| MEYER UNKOVIC & SCOTT|ERISA Attorney|$59,131|—|$59,131|

| C.S. MCKEE|Investment Advisor|$56,184|—|$56,184|

| NEUBERGER BERMAN|Investment Advisor|$56,052|—|$56,052|

| PITNEY PURCHASE POWER|Other Service Provider|$48,000|—|$48,000|

| BOYD WATTERSON ASSET MANAGEMENT|Investment Advisor|$32,723|—|$32,723|

| STANDARD VALUATIONS|Other Service Provider|$30,000|—|$30,000|

| UNITED BANK|Custodian / Trustee|$25,038|—|$25,038|

| GRAY GRIFFITH & MAYS, A.C.|Auditor|$24,650|—|$24,650|

| 4MOST HEALTH HOLDINGS|Other Service Provider|$15,791|—|$15,791|

| HARRIS HARDIN & CO|Auditor|$11,748|—|$11,748|

### Verified Provider Profiles

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

- [MARSH & MCLENNAN COMPANIES, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — Insurance Carrier

- [MEYER UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [HARRIS HARDIN & CO](https://planprovider.pro/provider/harris-hardin-and-company-ac) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,083,487

- **Estimated Expense Ratio:** 1.429% 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|$2,659,310|$578,549|—|—|—|

| 2023|$2,404,403|$283,899|—|—|—|

| 2022|$2,221,457|$229,780|—|—|—|

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