# Board Of Trustees Of Iron Workers District Council Of Western Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iron-workers-district-council-of-western-161550492-501

> Board Of Trustees Of Iron Workers District Council Of Western's Health & Welfare plan: 253 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Iron Workers District Council Of Western

- **Sponsor EIN:** 161550492

- **Sponsor Address:** 3445 WINTON PLACE, SUITE 238, ROCHESTER, NY, 14623

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 253

- **Total Assets:** $9.4M

## 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|253|$9.4M|$637,248|$0|

| 2023|208|$9.0M|$436,949|$0|

| 2022|208|$8.7M|$473,399|$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|

| IWDC OF WNY & VICINITY WELFARE FUND|Other Service Provider|$188,910|—|$188,910|

| MANNING & NAPIER ADVISORS, LLC|Other Service Provider|$34,892|—|$34,892|

| ARCARA LENDA EUSANIO & STACEY CPAS|Other Service Provider|$26,896|$183|$27,079|

| BLITMAN & KING LLP|Other Service Provider|$15,513|$121|$15,634|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $266,515

- **Estimated Expense Ratio:** 2.845% 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|$277,430|$34,892|—|$26,896|—|

| 2023|$246,643|$34,296|—|$29,777|—|

| 2022|$214,369|$36,446|—|—|$51,500|

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