# Afscme Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/afscme-health-and-welfare-fund-237360639-501

> Afscme Health And Welfare Fund's Health & Welfare plan: 4,162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Afscme Health And Welfare Fund

- **Sponsor EIN:** 237360639

- **Sponsor Address:** 150 SOUTH 43RD STREET, HARRISBURG, PA, 171115708

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,162

- **Total Assets:** $22.3M

## 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|4,162|$22.3M|$5.3M|$51,648|

| 2023|4,430|$21.6M|$5.1M|$51,488|

| 2022|4,407|$20.3M|$5.3M|$44,538|

## 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|

| PA PUBLIC EMPLOYEES CN 13 OF AFSCME|Other Service Provider|$238,942|—|$238,942|

| BENECARD SERVICES INC.|Other Service Provider|$132,011|—|$132,011|

| PNC BANK N.A.|Other Service Provider|$98,632|—|$98,632|

| DELTA DENTAL OF PENNSYLVANIA|Other Service Provider|$47,586|—|$47,586|

| WEAVER AND TIDWELL, LLP|Auditor|$36,052|—|$36,052|

| CONRAD M. SIEGEL, INC.|Actuary|$24,900|—|$24,900|

| NATIONAL VISION ADMINISTRATORS, LLC|Other Service Provider|$22,305|—|$22,305|

| WILLIG, WILLIAMS AND DAVIDSON|ERISA Attorney|$13,338|—|$13,338|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [WILLIG, WILLIAMS AND DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $613,766

- **Estimated Expense Ratio:** 2.747% 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|$732,455|$86,029|$201,902|$36,052|—|

| 2023|$735,505|$86,166|$218,594|$36,312|—|

| 2022|$800,895|$89,845|—|—|$59,181|

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