# Board Of Trustees Of The United Welfare Fund 401(k) Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-502 > Board Of Trustees Of The United Welfare Fund's 401(k) plan: 88,543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. 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:** 401(k) - **Plan Number:** 502 - **Total Participants:** 88,543 - **Total Assets:** $277.5M ## 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|88,543|$277.5M|$166.3M|$795,444| | 2023|82,582|$277.7M|$182.2M|$886,340| | 2022|74,898|$253.8M|$173.3M|$1.1M| ## 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| | UMR, INC.|Other Service Provider|$6,127,996|$283,185|$6,411,181| | UNITED SERVICE WORKERS UNION, IUJAT|Other Service Provider|$4,751,770|—|$4,751,770| | EXPRESS SCRIPTS, INC.|Other Service Provider|$1,818,027|—|$1,818,027| | SUPREME BENEFITS, LLC|Other Service Provider|$1,357,730|—|$1,357,730| | INT'L UNION OF JOURNEYMAN AND ALLIE|Other Service Provider|$1,045,078|—|$1,045,078| | NOVAK FRANCELLA, LLC|Auditor|$469,281|—|$469,281| | JOSEPH M. PECORA, JR.|Other Service Provider|$327,342|—|$327,342| | ROTHMAN, ROCCO, LARUFFA, LLP|Other Service Provider|$312,150|—|$312,150| | STEVEN ELLIOTT JR.|Other Service Provider|$309,417|—|$309,417| | THOMAS MACK|Other Service Provider|$285,989|—|$285,989| | PROSKAUER ROSE, LLP|Other Service Provider|$285,165|—|$285,165| | CEDUAN LIU|Other Service Provider|$274,508|—|$274,508| | MATTHEW POWER|Other Service Provider|$239,424|—|$239,424| | JAMES MACK|Other Service Provider|$238,772|—|$238,772| | SAM MATTHEWS|Other Service Provider|$223,557|—|$223,557| | MORVILLO ABRAMOWITZ GRAND|Other Service Provider|$204,936|—|$204,936| | SERVICE PROFESSIONALS UNION LOC 726|Other Service Provider|$178,531|—|$178,531| | WINSTON PEREZ|Other Service Provider|$168,988|—|$168,988| | HORIZON KNOWLEDGE|Other Service Provider|$168,878|—|$168,878| | ROSEMARY SINGH|Other Service Provider|$121,701|—|$121,701| | ROBERT HALF INTERNATIONAL, INC.|Other Service Provider|$118,987|—|$118,987| | JOSEPHINE FALCONE|Other Service Provider|$98,700|—|$98,700| | EDANA COLEGROVE|Other Service Provider|$98,492|—|$98,492| | MICHAEL BAIN|Other Service Provider|$90,462|—|$90,462| | JADE SAWANGSANG|Other Service Provider|$89,986|—|$89,986| | SRIKANTH GOLYALLA GOUD|Other Service Provider|$87,124|—|$87,124| | JANE FENG|Other Service Provider|$82,745|—|$82,745| | RICHARD KEARSE|Other Service Provider|$78,506|—|$78,506| | URMELLA SINGH|Other Service Provider|$77,776|—|$77,776| | VELOCITY SEARCH GROUP|Other Service Provider|$72,000|—|$72,000| | BLACKROCK INVESTMENT MANAGEMENT|Other Service Provider|$71,484|—|$71,484| | STEVE SAVINO|Other Service Provider|$68,296|—|$68,296| | MILLIMAN, INC.|Recordkeeper|$66,886|—|$66,886| | MARIA RUIZ|Other Service Provider|$66,228|—|$66,228| | LIZETTE J. PHILLIPS|Other Service Provider|$54,792|—|$54,792| | VANTA, INC.|Other Service Provider|$48,694|—|$48,694| | GIBSON, DUNN & CRUTCHER, LLP|Other Service Provider|$48,211|—|$48,211| | DAHAB ASSOCIATES, INC.|Other Service Provider|$48,000|—|$48,000| | LAURA GONZALEZ|Other Service Provider|$46,930|—|$46,930| | SHANE MALONE|Other Service Provider|$40,542|—|$40,542| | NICOLE CONTRERAS|Other Service Provider|$39,446|—|$39,446| | MARIA RIVERA|Other Service Provider|$29,722|—|$29,722| | LEASE & IABAU, INC.|Other Service Provider|$29,700|—|$29,700| | COMERICA BANK|Other Service Provider|$23,516|—|$23,516| | THE WAGNER LAW GROUP|ERISA Attorney|$22,897|—|$22,897| | COUNSEL ADVISORS INC.|Other Service Provider|$15,000|—|$15,000| | A&A MAINTENANCE ENTERPRISE INC|Other Service Provider|$14,448|—|$14,448| | LEADING EDGE ADMINISTRATORS|Other Service Provider|$12,000|—|$12,000| | ARGENT WRITING & DESIGN|Other Service Provider|$6,908|—|$6,908| ### 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 - [THE WAGNER LAW GROUP](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $20,840,903 - **Estimated Expense Ratio:** 7.511% 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|$11,467,099|$119,484|—|$66,000|—| | 2023|$10,821,656|$103,795|—|$54,000|—| | 2022|$10,778,198|$90,606|—|—|$765,465| ## Similar Plans - [Paychex Retirement LLC](https://planprovider.pro/companies/paychex-retirement-llc-401k-plan) — 621,703 participants - [Board Of Directors Of Pentegra Defined Contribution Plan](https://planprovider.pro/companies/board-of-directors-of-pentegra-defined-contribution-plan-401k-plan) — 35,585 participants - [Board Of Trustees Of The United Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-501) — 23,107 participants - [Board Of Trustees-New York State Nurses Association Pension Plan](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-pension-plan-plan) — 22,140 participants - [Board Of Trustees New York State Nurses Association Benefits Fund](https://planprovider.pro/companies/board-of-trustees-new-york-state-nurses-association-benefits-fund-237336001-501) — 21,293 participants - [Csea Child Care Providers Trust Fund](https://planprovider.pro/companies/csea-child-care-providers-trust-fund-812197772-520) — 12,952 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-united-welfare-fund-111823976-502) © 2026 PlanProvider.Pro