# Board Of Trustees L338 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-l338-health-and-welfare-fund-132980858-501

> Board Of Trustees L338 Health And Welfare Fund's Health & Welfare plan: 2,487 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees L338 Health And Welfare Fund

- **Sponsor EIN:** 132980858

- **Sponsor Address:** 1505 KELLUM PLACE, MINEOLA, NY, 11501

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,487

- **Total Assets:** $43.2M

## 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|2,487|$43.2M|$42.9M|$200,633|

| 2023|2,550|$44.4M|$41.0M|$158,420|

| 2022|2,274|$45.0M|$42.5M|$185,442|

## 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|

| RWDSU/UFCW LOCAL 338|Other Service Provider|$2,169,220|—|$2,169,220|

| MAGNACARE ADMINISTRATIVE SERVICES L|Other Service Provider|$1,134,945|—|$1,134,945|

| GUARDIAN NURSES|Other Service Provider|$399,868|—|$399,868|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|Other Service Provider|$337,681|—|$337,681|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$322,709|—|$322,709|

| FRIEDMAN & ANSPACH|Other Service Provider|$229,930|—|$229,930|

| COMPREHENSIVE HEALTHCARE SYSTEMS|Other Service Provider|$207,952|—|$207,952|

| TELEDOC PA|Other Service Provider|$204,388|—|$204,388|

| LAURIE GREENSTEIN|Recordkeeper|$179,491|—|$179,491|

| DEBRA NALBACH|Recordkeeper|$171,510|—|$171,510|

| AGILE CONSULTING GROUP|Other Service Provider|$159,996|—|$159,996|

| NAVITUS HEALTH SOLUTIONS, LLC|Other Service Provider|$151,341|—|$151,341|

| MICHAEL VALENTI|Recordkeeper|$136,308|—|$136,308|

| TARA LOPEZ|Recordkeeper|$129,430|—|$129,430|

| KEVIN MUSE|Recordkeeper|$124,998|—|$124,998|

| THE SEGAL COMPANY|Other Service Provider|$118,202|—|$118,202|

| SOLEDAD PEREZ|Recordkeeper|$113,077|—|$113,077|

| IRENE GUIRERRERO|Recordkeeper|$112,087|—|$112,087|

| MARCIA DIVINO|Recordkeeper|$110,270|—|$110,270|

| EDIE GARCIA|Recordkeeper|$109,594|—|$109,594|

| ANDREW VELLA|Recordkeeper|$99,370|—|$99,370|

| KARISSA CRUZ|Recordkeeper|$94,202|—|$94,202|

| KALEB MANN|Recordkeeper|$93,428|—|$93,428|

| YURY JIMENEZ|Recordkeeper|$93,234|—|$93,234|

| MERY PINEDO|Recordkeeper|$92,914|—|$92,914|

| ANDRE FLORENT|Recordkeeper|$88,088|—|$88,088|

| ALEJANDRA GIOIA|Recordkeeper|$88,015|—|$88,015|

| MAYRA ARMSTRONG|Recordkeeper|$87,985|—|$87,985|

| JORGE SANCHEZ|Recordkeeper|$86,755|—|$86,755|

| CHRISTINA BALLESTER|Recordkeeper|$82,574|—|$82,574|

| LEIDA MEDRANO|Recordkeeper|$82,036|—|$82,036|

| RINA GARCIA|Recordkeeper|$79,650|—|$79,650|

| NATIONAL MEDICAL BILL REVIEW|Other Service Provider|$79,397|—|$79,397|

| RECHTMAN CONSULTING, LLC|Other Service Provider|$77,185|—|$77,185|

| STEPHANIE HALL|Recordkeeper|$76,339|—|$76,339|

| KELLY JEAN-BAPTISTE|Recordkeeper|$75,353|—|$75,353|

| OLGA ROBERTSON-LOPEZ|Recordkeeper|$59,415|—|$59,415|

| NOVAK FRANCELLA, LLC|Auditor|$59,000|—|$59,000|

| JACQUELINE CORREA|Recordkeeper|$51,221|—|$51,221|

| C.S. MCKEE, LP|Other Service Provider|$48,270|—|$48,270|

| SWORD HEALTH|Other Service Provider|$48,000|—|$48,000|

| ROBERT WULWICK MD|Other Service Provider|$40,940|—|$40,940|

| SUMMIT ACTUARIAL SERVICES, LLC|Other Service Provider|$38,000|—|$38,000|

| CHRISTOPHER VEZINA-MORALES|Recordkeeper|$26,767|—|$26,767|

| REYNOLDS CONSULTING SERVCIES LLC|Other Service Provider|$22,500|—|$22,500|

| MILLIMAN INC|Recordkeeper|$14,564|—|$14,564|

| ACCESS STAFFING, LLC|Other Service Provider|$14,534|—|$14,534|

| TRUHEARING|Other Service Provider|$9,523|—|$9,523|

| LUCENT CONSULTING|Other Service Provider|$9,000|—|$9,000|

| PAYPRO|Recordkeeper|$8,491|—|$8,491|

| OPTAVISE|Other Service Provider|$8,230|—|$8,230|

| MILLENNIUM TECHNOLOGY SOLUTIONS|Other Service Provider|$7,500|—|$7,500|

| AMALGAMATED BANK|Other Service Provider|$7,417|—|$7,417|

| INNER IMAGING, P.C.|Other Service Provider|$6,750|—|$6,750|

### Verified Provider Profiles

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

- [LAURIE GREENSTEIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEBRA NALBACH](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHAEL VALENTI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TARA LOPEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KEVIN MUSE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SOLEDAD PEREZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [IRENE GUIRERRERO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARCIA DIVINO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EDIE GARCIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDREW VELLA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KARISSA CRUZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KALEB MANN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [YURY JIMENEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MERY PINEDO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDRE FLORENT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALEJANDRA GIOIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MAYRA ARMSTRONG](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JORGE SANCHEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CHRISTINA BALLESTER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LEIDA MEDRANO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [RINA GARCIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEPHANIE HALL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KELLY JEAN-BAPTISTE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [OLGA ROBERTSON-LOPEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

- [JACQUELINE CORREA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CHRISTOPHER VEZINA-MORALES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

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

- [PAYPRO](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,479,644

- **Estimated Expense Ratio:** 19.648% 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|$5,713,674|$99,912|—|$59,000|—|

| 2023|$6,326,211|$87,575|—|$65,375|—|

| 2022|$5,817,758|$89,417|—|—|$460,117|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-l338-health-and-welfare-fund-132980858-501)

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