# West Virginia Pipe Trades Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/west-virginia-pipe-trades-health-and-welfare-fund-556030152-501

> West Virginia Pipe Trades Health And Welfare Fund's Health & Welfare plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Virginia Pipe Trades Health And Welfare Fund

- **Sponsor EIN:** 556030152

- **Sponsor Address:** 20000 HORIZON WAY, SUITE 600, MOUNT LAUREL, NJ, 080541057

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 380

- **Total Assets:** $4.2M

## 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|380|$4.2M|$8.3M|$412,599|

| 2023|424|$5.0M|$10.5M|$436,447|

| 2022|459|$3.1M|$8.4M|$456,036|

## 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|

| THE HEALTH PLAN|Other Service Provider|$159,306|—|$159,306|

| BEACON ADMINISTRATORS & CONSULTANTS|Other Service Provider|$154,134|—|$154,134|

| MCELHANEY & ASSOCIATES, LLC|Other Service Provider|$49,202|—|$49,202|

| JOHN DASCOLI PLLC|Recordkeeper|$32,307|—|$32,307|

| ACRISURE MID ATLANTIC PARTNERS INSU|Other Service Provider|$10,645|—|$10,645|

| STANDARD VALUATION, INC.|Other Service Provider|$10,000|—|$10,000|

| ELMCRX SOLUTIONS|Other Service Provider|$7,967|—|$7,967|

### Verified Provider Profiles

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

- [JOHN DASCOLI PLLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $423,561

- **Estimated Expense Ratio:** 10.045% 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|$813,555|$11,284|$154,134|$49,202|—|

| 2023|$487,469|$12,054|$164,766|$40,000|—|

| 2022|$380,332|$11,739|$110,138|—|$240,331|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/west-virginia-pipe-trades-health-and-welfare-fund-556030152-501)

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