# Amalgamated Meat Cutter & Retail Food Employees Health & Welfare Plan
Source: https://planprovider.pro/companies/amalgamated-meat-cutter-retail-food-employees-111896894-501

> Amalgamated Meat Cutter & Retail Food Employees's Health & Welfare plan: 1,098 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amalgamated Meat Cutter & Retail Food Employees

- **Sponsor EIN:** 111896894

- **Sponsor Address:** 1461 LAKELAND AVE., SUITE 1, BOHEMIA, NY, 11716

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,098

- **Total Assets:** $12.8M

## 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|1,098|$12.8M|$19.0M|$4,477|

| 2023|1,150|$10.7M|$20.9M|$4,940|

| 2022|1,102|$8.9M|$21.2M|$19,754|

## 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|

| AMCU & RFSEU LOCAL 342 GROUP LEGAL|Other Service Provider|$616,770|—|$616,770|

| MERITAIN HEALTH|Other Service Provider|$416,514|—|$416,514|

| PROSKAUER ROSE LLP|Other Service Provider|$214,387|—|$214,387|

| UFCW LOCAL 342 UNION|Other Service Provider|$82,000|—|$82,000|

| MILLMAN INC.|Recordkeeper|$54,000|—|$54,000|

| HEALTHPLEX INC|Other Service Provider|$39,837|—|$39,837|

| JOCAR ELITE PROFESSIONALS, LLC|Other Service Provider|—|$21,574|$21,574|

| NOVAK FRANCELLA LLC|Auditor|$20,812|—|$20,812|

| EMMIDIO UNGARO|Other Service Provider|—|$20,004|$20,004|

| SOLARUS TECHNOLOGIES|Other Service Provider|$13,189|—|$13,189|

| RONALD STEVENS,MD|Other Service Provider|$7,200|—|$7,200|

### Verified Provider Profiles

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

- [MILLMAN INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,506,287

- **Estimated Expense Ratio:** 11.766% 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|$1,657,296|—|—|$20,812|—|

| 2023|$1,428,720|—|—|$23,213|—|

| 2022|$2,538,108|—|—|—|$313,479|

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