# Asbestos Workers Syracuse Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/asbestos-workers-syracuse-welfare-fund-156022551-501

> Asbestos Workers Syracuse Welfare Fund's Health & Welfare plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asbestos Workers Syracuse Welfare Fund

- **Sponsor EIN:** 156022551

- **Sponsor Address:** 5 ADLER DR., SUITE 3, EAST SYRACUSE, NY, 13057

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 74

- **Total Assets:** $2.7M

## 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|74|$2.7M|$989,696|$0|

| 2023|94|$2.6M|$936,480|$0|

| 2022|84|$2.4M|$1.2M|$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|

| DONNA THOMAS|Other Service Provider|$27,768|—|$27,768|

| BLITMAN & KING, LLP|Other Service Provider|$18,648|—|$18,648|

| DERMODY, BURKE & BROWN, CPAS|Other Service Provider|$18,000|—|$18,000|

| MANNING & NAPIER ADVISORS, LLC|Recordkeeper|$16,670|—|$16,670|

### Verified Provider Profiles

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

- [MANNING & NAPIER ADVISORS, LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,086

- **Estimated Expense Ratio:** 2.967% 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|$146,934|$19,248|—|$20,128|—|

| 2023|$948,553|—|—|—|—|

| 2022|$881,034|—|—|—|—|

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