# Board Of Trustees Of 1199seiu Natl Benefit Fnd For Home Care Employee Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-1199seiu-natl-benefit-fnd-for-home-care-employee-134129368-501

> Board Of Trustees Of 1199seiu Natl Benefit Fnd For Home Care Employee's Health & Welfare plan: 12,975 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of 1199seiu Natl Benefit Fnd For Home Care Employee

- **Sponsor EIN:** 134129368

- **Sponsor Address:** P.O. BOX 842, NEW YORK, NY, 10108

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 12,975

- **Total Assets:** $118.6M

## 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|12,975|$118.6M|$122.9M|$0|

| 2023|18,013|$145.9M|$136.0M|$0|

| 2022|19,931|$152.7M|$138.4M|$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|

| 1199SEIU NATIONAL BENEFIT FUND FOR|Other Service Provider|$11,236,420|—|$11,236,420|

| EVERNORTH BEHAVIORAL HEALTH, INC.|Other Service Provider|$465,796|—|$465,796|

| MILLIMAN, INC.|Recordkeeper|$359,532|—|$359,532|

| MEDCO HEALTH SOLUTIONS,INC.(ADMIN O|Other Service Provider|$319,631|—|$319,631|

| WORKERS BENEFIT CONSORTIUM INC|Other Service Provider|$272,660|—|$272,660|

| 3BF PARTNERS LLC|Other Service Provider|$271,464|—|$271,464|

| STEP VISUAL COMMUNICATIONS LLC|Other Service Provider|$239,679|—|$239,679|

| KPMG LLP|Auditor|$231,230|—|$231,230|

| CVS PHARMACY, INC (ADMIN ONLY)|Other Service Provider|$169,943|—|$169,943|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$147,059|—|$147,059|

| CHANGE HEALTHCARE OPERATIONS, LLC|Other Service Provider|$91,584|—|$91,584|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$88,461|—|$88,461|

| INOVALON PROVIDER, INC|Other Service Provider|$87,168|—|$87,168|

| CHANGE HEALTHCARE LLC|Other Service Provider|$71,525|—|$71,525|

| RALPH S. BERGER, ESQ|Other Service Provider|$32,300|—|$32,300|

| HEALTHEQUITY, INC.|Other Service Provider|$31,741|—|$31,741|

| MED REVIEW INC|Other Service Provider|$27,816|—|$27,816|

| CQFLUENCY|Other Service Provider|$17,973|—|$17,973|

| PROSKAUER ROSE LLP|Other Service Provider|$16,708|—|$16,708|

| OPTUM360 LLC|Other Service Provider|$9,439|—|$9,439|

| FIRST DATA CORP|Other Service Provider|$6,036|—|$6,036|

| CHIA JUNG CHANG|Other Service Provider|$5,652|—|$5,652|

### Verified Provider Profiles

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

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,199,817

- **Estimated Expense Ratio:** 11.978% 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|$8,796,732|$34,543|—|$231,230|—|

| 2023|$13,325,786|$44,815|—|$163,224|—|

| 2022|$13,446,366|$48,090|—|—|$850,549|

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