# Board Of Trustees Of Smw Lu No. 28 Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-smw-lu-no-28-welfare-fund-135530847-501 > Board Of Trustees Of Smw Lu No. 28 Welfare Fund's Health & Welfare plan: 1,954 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 Of Smw Lu No. 28 Welfare Fund - **Sponsor EIN:** 135530847 - **Sponsor Address:** 195 MINEOLA BLVD., MINEOLA, NY, 115012524 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 1,954 - **Total Assets:** $127.7M ## 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|1,954|$127.7M|$66.8M|$3.2M| | 2023|1,873|$134.5M|$60.5M|$3.4M| | 2022|2,193|$151.6M|$63.4M|$3.3M| ## 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| | EMPIRE HEALTH CHOICE|Other Service Provider|$1,548,501|—|$1,548,501| | JENNIFER BLAKE|Other Service Provider|$138,110|—|$138,110| | CALIBRE CPA GROUP, PLLC|Auditor|$135,904|—|$135,904| | SANTIAGO IDLET|Other Service Provider|$130,233|—|$130,233| | GLEN CAMISA|Other Service Provider|$124,190|—|$124,190| | MOLLY SAGE|Other Service Provider|$110,460|—|$110,460| | CARELON BEHAVIORAL HEALTH|Other Service Provider|$101,284|—|$101,284| | MILLIMAN, INC.|Recordkeeper|$100,911|—|$100,911| | SELE-DENT, INC.|Other Service Provider|$97,978|—|$97,978| | CARLOS ANDRADE|Other Service Provider|$90,184|—|$90,184| | JULIE BENISCHECK|Other Service Provider|$88,038|—|$88,038| | ANA URRUTIA|Other Service Provider|$87,399|—|$87,399| | COLLERAN, O'HARA & MILLS LLP|Other Service Provider|$81,695|—|$81,695| | TOBENNA ERIKE|Other Service Provider|$77,517|—|$77,517| | KAHYE JACKSON|Other Service Provider|$75,419|—|$75,419| | TERI BRAUNER|Other Service Provider|$72,041|—|$72,041| | KHALIL ENGLAD|Other Service Provider|$68,736|—|$68,736| | FLEXIBLE BUSINESS SYSTEM, INC|Other Service Provider|$64,011|—|$64,011| | ROBERT KATUNA|Other Service Provider|$63,762|—|$63,762| | LYNETTE BROWN|Other Service Provider|$59,576|—|$59,576| | DATA RESEARCH GROUP|Other Service Provider|$57,993|—|$57,993| | ANGELICA DARBY|Other Service Provider|$50,041|—|$50,041| | SCHULTHEIS & PANETTIERI, LLP|Auditor|$49,964|—|$49,964| | LOOMIS SAYLES & COMPANY|Other Service Provider|$49,874|—|$49,874| | PROSKAUER ROSE LLP|Other Service Provider|$47,691|—|$47,691| | JOAN AEBLY|Other Service Provider|$41,472|—|$41,472| | CHRISTINA OVERTON|Other Service Provider|$38,958|—|$38,958| | HIGHLAND CAPITAL MANAGEMENT|Other Service Provider|$38,697|—|$38,697| | EAGLE ASSET MANAGEMENT|Other Service Provider|$37,657|—|$37,657| | VINCENT THOMAS|Other Service Provider|$30,853|—|$30,853| | SYNTONIC SYSTEM, INC.|Other Service Provider|$30,468|—|$30,468| | REYNOLDS CONSULTING SERVICES|Other Service Provider|$28,090|—|$28,090| | AMALGAMATED BANK|Other Service Provider|$19,608|—|$19,608| | AUTOMATIC DATA PROCESSING|Other Service Provider|$6,313|—|$6,313| | PDI|Other Service Provider|$5,453|—|$5,453| ### 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 - [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper - [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,849,081 - **Estimated Expense Ratio:** 3.014% 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|$4,524,825|$173,926|$1,646,479|$64,800|—| | 2023|$4,590,848|$194,237|$1,772,099|$64,800|—| | 2022|$3,452,818|$211,854|$648,879|—|$439,692| ## Similar Plans - [Board Of Trustees Local 713 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-local-713-annuity-fund-plan) — 27,615 participants - 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