# Board Of Trustees Of Ua Local 716 Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ua-local-716-health-welfare-016010506-501

> Board Of Trustees Of Ua Local 716 Health & Welfare's Health & Welfare plan: 208 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 Ua Local 716 Health & Welfare

- **Sponsor EIN:** 016010506

- **Sponsor Address:** 1040 AVENUE OF THE AMERICAS, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 208

- **Total Assets:** $3.3M

## 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|208|$3.3M|$3.7M|$196,725|

| 2023|217|$4.2M|$3.6M|$293,756|

| 2022|244|$5.0M|$3.5M|$354,287|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$193,838|—|$193,838|

| ANTHEM HEALTH PLANS, INC.|Other Service Provider|$96,950|—|$96,950|

| BROWN & BROWN INC|Other Service Provider|$39,000|—|$39,000|

| ZELIS|Other Service Provider|$25,465|—|$25,465|

| ROBERT CHEVERIE & ASSOCIATES, P.C.|Other Service Provider|$24,298|—|$24,298|

| NOVAK FRANCELLA LLC|Auditor|$20,509|—|$20,509|

| LABOR FIRST, LLC|Other Service Provider|$12,039|—|$12,039|

| CHARLES SCHWAB|Recordkeeper|$11,552|—|$11,552|

| CBIZ RETIREMENT PLAN SERVICES|Other Service Provider|$10,000|—|$10,000|

| PENSION FUND EVALUATIONS, INC.|Other Service Provider|$6,000|—|$6,000|

### 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

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $439,651

- **Estimated Expense Ratio:** 13.346% 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|$443,722|$17,552|$193,838|$16,500|—|

| 2023|$517,886|$18,525|$241,880|$16,000|—|

| 2022|$533,411|$23,178|$259,194|—|$69,622|

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