Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The United Workers Health Fund
- Sponsor EIN: 841655234
- Sponsor Address: 50 CHARLES LINDBERGH BLVD SUITE 207, UNIONDALE, NY, 11553
- Plan Type: Health & Welfare
- Plan Number: 621
- Total Participants: 556
- Total Assets: $18.8M
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 | 556 | $18.8M | $7.7M | $0 |
| 2023 | 470 | $15.5M | $6.3M | $28,400 |
| 2022 | 470 | $13.0M | $5.9M | $17,976 |
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 |
|---|---|---|---|---|
| DICKINSON GROUP LLC | Other Service Provider | $265,980 | — | $265,980 |
| EMPIRE HEALTHCHOICE ASSURANCE IN | Other Service Provider | $201,137 | — | $201,137 |
| MCCARTHY & PREECE LLP | Other Service Provider | $36,000 | — | $36,000 |
| NOVAK FRANCELLA, LLC | Auditor | $26,000 | — | $26,000 |
| WEVER & TIDWELL, LLP | Other Service Provider | $24,000 | — | $24,000 |
| ANDREW FAIR ESQ | Other Service Provider | $21,600 | — | $21,600 |
| QUAN-VEST CONSULTANTS INC. | Other Service Provider | $16,992 | — | $16,992 |
| LAWRENCE S. FISCHER, CPA | Other Service Provider | $6,600 | — | $6,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $598,309
- Estimated Expense Ratio: 3.183% 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 | $182,369 | $16,992 | — | $34,599 | — |
| 2023 | $382,452 | $15,664 | $214,283 | $43,781 | — |
| 2022 | $365,850 | $15,000 | $207,871 | — | $105,475 |