# Board Of Trustees Of The United Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-501

> Board Of Trustees Of The United Welfare Fund's Health & Welfare plan: 23,107 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The United Welfare Fund

- **Sponsor EIN:** 111823976

- **Sponsor Address:** 145 HUGUENOT STREET, SUITE 100, NEW ROCHELLE, NY, 10801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 23,107

- **Total Assets:** $285.1M

## 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|23,107|$285.1M|$24.7M|$0|

| 2023|19,421|$272.0M|$25.0M|$0|

| 2022|18,827|$280.2M|$24.2M|$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|

| UNITED SERVICE WORKERS UNION, IUJAT|Other Service Provider|$1,770,113|—|$1,770,113|

| UNITED WELFARE FUND - WELFARE DIVIS|Other Service Provider|$853,516|—|$853,516|

| INTERNATIONAL UNION OF JOURNEYMAN A|Other Service Provider|$422,619|—|$422,619|

| ROTHMAN, ROCCO, LARUFFA, LLP|Other Service Provider|$264,199|—|$264,199|

| BLACKROCK INVESTMENT MGMT, LLC|Other Service Provider|$259,500|—|$259,500|

| NOVAK FRANCELLA, LLC|Auditor|$115,925|—|$115,925|

| SERVICE PROFESSIONALS UNION LOC 726|Other Service Provider|$71,412|—|$71,412|

| DAHAB ASSOCIATES|Other Service Provider|$48,000|—|$48,000|

| HSBC BANK USA NA|Other Service Provider|$44,008|—|$44,008|

| PROSKAUER ROSE, LLP|Other Service Provider|$36,000|—|$36,000|

| MILLIMAN, INC.|Recordkeeper|$32,442|—|$32,442|

| COUNSEL ADVISORS INC|Other Service Provider|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,932,734

- **Estimated Expense Ratio:** 1.379% 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|$4,084,372|$307,500|—|$66,000|—|

| 2023|$4,057,420|$308,000|—|$54,000|—|

| 2022|$3,827,367|$366,157|—|—|$425,691|

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