# Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-south-florida-hotel-culinary-employees-welf-592031804-501

> Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf's Health & Welfare plan: 2,855 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The South Florida Hotel & Culinary Employees Welf

- **Sponsor EIN:** 592031804

- **Sponsor Address:** 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,855

- **Total Assets:** $34.9M

## 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|2,855|$34.9M|$32.8M|$23,575|

| 2023|2,514|$30.9M|$30.2M|$9,002|

| 2022|2,260|$25.8M|$27.4M|$11,538|

## 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|

| NATIONAL EMPLOYEE BENEFITS ADMIN|Other Service Provider|$526,686|—|$526,686|

| KARPUS INVESTMENT MANAGEMENT|Other Service Provider|$108,819|—|$108,819|

| SUGARMAN & SUSSKIND PA|ERISA Attorney|$88,900|—|$88,900|

| BROWN & BROWN|Other Service Provider|$78,000|—|$78,000|

| LAPADULA CARLSON & CO.|Auditor|$47,505|—|$47,505|

### Verified Provider Profiles

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

- [SUGARMAN & SUSSKIND PA](https://planprovider.pro/provider/sugarman-and-susskind-pa) — ERISA Attorney

- [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $849,910

- **Estimated Expense Ratio:** 2.433% 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|$1,049,146|$154,119|$540,901|$47,505|—|

| 2023|$935,588|$120,679|$495,781|$23,000|—|

| 2022|$837,435|$91,472|$419,674|—|$219,700|

## Similar Plans

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- [Rosen Hotels & Resorts, INC.](https://planprovider.pro/companies/rosen-hotels-resorts-401k-plan) — 3,893 participants

- [Rosen Hotels & Resorts, INC.](https://planprovider.pro/companies/rosen-hotels-resorts-inc-591536217-502) — 2,411 participants

- [The Biltmore Hotel Limited Partnership](https://planprovider.pro/companies/the-biltmore-hotel-limited-partnership-401k-plan) — 1,185 participants

- [Fontainebleau Development LLC](https://planprovider.pro/companies/fontainebleau-florida-hotel-llc-401k-plan-001-1133) — 882 participants

- [Hotel Development And Management LLC](https://planprovider.pro/companies/hotel-development-and-management-401k-plan) — 598 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-south-florida-hotel-culinary-employees-welf-592031804-501)

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