# Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-welfare-fund-160776208-501

> Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund's Health & Welfare plan: 340 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Iwdc Of Wny And Vicinity Welfare Fund

- **Sponsor EIN:** 160776208

- **Sponsor Address:** 3445 WINTON PLACE, SUITE 238, ROCHESTER, NY, 146232950

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 340

- **Total Assets:** $9.3M

## 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|340|$9.3M|$7.0M|$125,310|

| 2023|237|$6.7M|$4.5M|$168,928|

| 2022|285|$6.1M|$5.2M|$134,196|

## 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|

| EXCELLUS BLUECROSS BLUESHIELD|Other Service Provider|$301,750|—|$301,750|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$140,927|$89|$141,016|

| LAURIE GOOD|Other Service Provider|$110,690|$290|$110,980|

| THE SEGAL COMPANY INC|Other Service Provider|$105,249|$2,104|$107,353|

| BLITMAN AND KING, LLP|Other Service Provider|$90,285|$121|$90,406|

| DAWN DOWNING|Other Service Provider|$67,702|—|$67,702|

| MARIA HILBERT|Other Service Provider|$65,109|—|$65,109|

| LIALETTE BULLOCK|Other Service Provider|$64,190|—|$64,190|

| TERRI LEFLER|Other Service Provider|$62,722|—|$62,722|

| ARCARA LENDA EUSANIO & STACEY CPAS|Other Service Provider|$47,404|$183|$47,587|

| MANNING & NAPIER, INC.|Other Service Provider|$26,991|—|$26,991|

| PC RESULTS, INC.|Other Service Provider|$14,042|—|$14,042|

| FAIR HEALTH INC.|Other Service Provider|$8,601|—|$8,601|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,108,449

- **Estimated Expense Ratio:** 11.937% 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|$1,537,215|$26,991|$304,707|$47,404|—|

| 2023|$1,227,645|$23,508|$268,789|$42,925|—|

| 2022|$1,325,914|$18,765|—|—|$674,676|

## Similar Plans

- [Board Of Trustees Bac Local 3 Ny Individual Account Retirement Fund](https://planprovider.pro/companies/board-of-trustees-bac-local-3-ny-individual-account-retirement-fund-plan) — 3,146 participants

- [Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd](https://planprovider.pro/companies/board-of-trustees-bricklayers-allied-craftsmen-local-2-annuity-fd-161298070-002) — 2,283 participants

- [Board Of Trustees Bricklayers Supplemental Annuity Fund](https://planprovider.pro/companies/board-of-trustees-bricklayers-supplemental-annuity-fund-plan) — 1,211 participants

- [Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-annuity-fund-146195662-001) — 1,167 participants

- [Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund](https://planprovider.pro/companies/bd-of-tr-of-the-pension-and-annuity-plan-of-bricklayers-pension-fund-plan) — 917 participants

- [Board Of Trustees Of Bricklayers Insurance And Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-bricklayers-insurance-and-welfare-fund-131575218-501) — 877 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-welfare-fund-160776208-501)

© 2026 PlanProvider.Pro