# Benefit Fund For Hospital And Health Care Employees Health & Welfare Plan
Source: https://planprovider.pro/companies/benefit-fund-for-hospital-and-health-care-employees-232627429-501

> Benefit Fund For Hospital And Health Care Employees's Health & Welfare plan: 1,287 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Benefit Fund For Hospital And Health Care Employees

- **Sponsor EIN:** 232627429

- **Sponsor Address:** 1319 LOCUST STREET, PHILADELPHIA, PA, 19107

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,287

- **Total Assets:** $68.8M

## 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|1,287|$68.8M|$26.9M|$465,550|

| 2023|1,424|$59.0M|$28.9M|$647,797|

| 2022|1,458|$48.9M|$29.8M|$678,456|

## 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|

| INDEPENDENCE BLUE CROSS|Other Service Provider|$885,118|—|$885,118|

| PENSION FUND FOR HHCE PHILADELPHIA|Other Service Provider|$363,838|—|$363,838|

| PAYER MATRIX, LLC|Other Service Provider|$218,141|—|$218,141|

| GALLAGHER (ARTHUR J. GALLAGHER)|Investment Advisor|$150,000|—|$150,000|

| TINA GLENN|Other Service Provider|$106,972|—|$106,972|

| LABOR FIRST|Other Service Provider|$84,783|—|$84,783|

| NATESHE WILLIAMS|Other Service Provider|$83,015|—|$83,015|

| ERIC BROOKS|Other Service Provider|$81,964|—|$81,964|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$68,842|—|$68,842|

| PAMELA A SMITH-STRITE|Other Service Provider|$63,010|—|$63,010|

| NOVAK FRANCELLA, LLC|Auditor|$61,100|—|$61,100|

| EMPIRX HEALTH|Other Service Provider|$60,161|—|$60,161|

| MORGAN, LEWIS & BOCKIUS LLP|ERISA Attorney|$56,659|—|$56,659|

| SHELDON WILLIAMS|Other Service Provider|$53,900|—|$53,900|

| EVAN SMITH|Other Service Provider|$50,437|—|$50,437|

| BENEFIT3 INC|Other Service Provider|$47,516|—|$47,516|

| GLENDELLE CAMERON-DIXON|Other Service Provider|$45,389|—|$45,389|

| ADRIAN HURST|Other Service Provider|$42,329|—|$42,329|

| EVELYN ALAMEDA|Other Service Provider|$37,243|—|$37,243|

| BERTA SHKODRA|Other Service Provider|$35,168|—|$35,168|

| PRINCIPAL CUSTODY SOLUTIONS|Other Service Provider|$32,684|—|$32,684|

| BLAIR DEVALIA|Other Service Provider|$30,904|—|$30,904|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$28,792|—|$28,792|

| O'DONOGHUE & O'DONOGHUE LLP|Other Service Provider|$27,146|—|$27,146|

| SEGALL BRYANT & HAMILL LLC|Other Service Provider|$19,499|—|$19,499|

| CYNTHIA JONES-BROOKS|Other Service Provider|$18,072|—|$18,072|

| WORK & WELL INC|Other Service Provider|$9,120|—|$9,120|

### Verified Provider Profiles

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

- [GALLAGHER (ARTHUR J. GALLAGHER)](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

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

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,761,802

- **Estimated Expense Ratio:** 4.013% 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|$2,357,820|$48,291|—|$61,100|—|

| 2023|$2,466,933|$42,650|$985,028|$53,500|—|

| 2022|$2,685,598|$35,418|$1,173,688|—|$409,776|

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