# Board Of Trustees Of The United Workers Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-united-workers-health-fund-841655234-621

> Board Of Trustees Of The United Workers Health Fund's Health & Welfare plan: 556 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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