# Board Of Trustees Fulton Fish Market Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-fulton-fish-market-welfare-fund-135562786-502

> Board Of Trustees Fulton Fish Market Welfare Fund's Health & Welfare plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Fulton Fish Market Welfare Fund

- **Sponsor EIN:** 135562786

- **Sponsor Address:** 1040 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 211

- **Total Assets:** $10.2M

## 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|211|$10.2M|$4.3M|$20,915|

| 2023|216|$10.3M|$4.8M|$37,112|

| 2022|220|$10.1M|$5.0M|$30,361|

## 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|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$198,941|$2,242|$201,183|

| DANIEL H. COOK ASSOCIATES, INC.|Other Service Provider|$124,176|—|$124,176|

| CALIBRE CPA GROUP PLLC|Auditor|$45,529|—|$45,529|

| KAUFF MCGUIRE & MARGOLIS LLP|Other Service Provider|$36,684|—|$36,684|

| BROWN AND BROWN|Other Service Provider|$32,083|—|$32,083|

| HERCULES HEALTH TECHNOLOGIES|Other Service Provider|$18,728|—|$18,728|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$17,500|—|$17,500|

| NEW ENGLAND PENSION CONSULTANTS|Recordkeeper|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [NEW ENGLAND PENSION CONSULTANTS](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $480,883

- **Estimated Expense Ratio:** 4.714% 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|$251,348|$5,000|$81,260|$29,477|—|

| 2023|$342,813|$5,000|$71,700|$40,454|—|

| 2022|$286,210|$5,000|$71,700|—|$173,147|

## Similar Plans

- [Board Of Trustees Fulton Fish Market Pension Fund](https://planprovider.pro/companies/board-of-trustees-fulton-fish-market-pension-fund-plan) — 214 participants

- [Samaki INC](https://planprovider.pro/companies/samaki-inc-401k-plan) — 34 participants

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