# Allied Workers Local No. 26 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/allied-workers-local-no-26-welfare-fund-223050907-501

> Allied Workers Local No. 26 Welfare Fund's Health & Welfare plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Workers Local No. 26 Welfare Fund

- **Sponsor EIN:** 223050907

- **Sponsor Address:** 4348 CULVER ROAD SUITE 3, ROCHESTER, NY, 14622

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 47

- **Total Assets:** $3.7M

## 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|47|$3.7M|$846,944|$134,169|

| 2023|48|$3.3M|$837,956|$145,378|

| 2022|47|$2.9M|$723,835|$138,742|

## 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|

| INTL ASSN LOCAL NO. 26 PENSION PLAN|Other Service Provider|$76,996|—|$76,996|

| BONADIO & CO., LLP|Auditor|$14,930|—|$14,930|

| BOLTON PARTNERS, INC.|Other Service Provider|$8,000|—|$8,000|

| IAOH&F INSULATORS LOCAL 26|Other Service Provider|$7,471|—|$7,471|

| ROBERT PIZZO, ESQ.|Other Service Provider|$6,540|—|$6,540|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,937

- **Estimated Expense Ratio:** 3.092% 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|$120,467|$6,391|—|$14,930|—|

| 2023|$109,658|$5,750|—|$14,930|—|

| 2022|$107,991|$1,731|—|—|$32,119|

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