# Amalgamated Social Benefits Association Health & Welfare Plan
Source: https://planprovider.pro/companies/amalgamated-social-benefits-association-361892420-501

> Amalgamated Social Benefits Association's Health & Welfare plan: 2,851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amalgamated Social Benefits Association

- **Sponsor EIN:** 361892420

- **Sponsor Address:** 333 SOUTH ASHLAND AVENUE, CHICAGO, IL, 60607

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,851

- **Total Assets:** $2.6M

## 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|2,851|$2.6M|$2.0M|$0|

| 2023|2,244|$2.5M|$2.0M|$0|

| 2022|2,169|$2.9M|$2.0M|$0|

## 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|

| SIDNEY HILLMAN HEALTH CENTRE|Other Service Provider|$1,533,924|—|$1,533,924|

| SAVRX|Other Service Provider|$256,377|—|$256,377|

| LEGACY PROFESSIONALS LLP|Auditor|$37,410|—|$37,410|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,827,711

- **Estimated Expense Ratio:** 69.347% 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|$215,898|—|—|$26,000|—|

| 2023|$254,377|—|—|$25,500|—|

| 2022|$294,634|—|—|—|$36,296|

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