# Board Of Trustees Of Ua Local No. 51 Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ua-local-no-51-health-welfare-plan-050498023-501

> Board Of Trustees Of Ua Local No. 51 Health & Welfare Plan's Health & Welfare plan: 638 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Ua Local No. 51 Health & Welfare Plan

- **Sponsor EIN:** 050498023

- **Sponsor Address:** 11 HEMINGWAY DR, RIVERSIDE, RI, 029152225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 638

- **Total Assets:** $16.8M

## 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|638|$16.8M|$12.9M|$718,315|

| 2023|592|$15.9M|$11.9M|$704,484|

| 2022|595|$16.1M|$11.2M|$749,984|

## 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|

| WARD, FISHER, & CO|Other Service Provider|$81,020|—|$81,020|

| RODIO & URSILLO|Other Service Provider|$33,000|—|$33,000|

| MEKETA INVESTMENT GROUP|Other Service Provider|$31,300|—|$31,300|

| CHEIRON, INC.|Other Service Provider|$18,108|—|$18,108|

| ROBERT M. CHEVERIE & ASSOC., P.C.|Other Service Provider|$10,200|—|$10,200|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,628

- **Estimated Expense Ratio:** 1.034% 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|$558,722|$31,800|—|$81,020|—|

| 2023|$549,737|$28,000|—|$76,875|—|

| 2022|$604,313|$30,500|—|—|$155,811|

## Similar Plans

- [Gem Plumbing And Heating Co., INC.](https://planprovider.pro/companies/gem-plumbing-and-heating-co-inc-plan) — 735 participants

- [Gem Plumbing And Heating Co., INC.](https://planprovider.pro/companies/gem-plumbing-and-heating-co-inc-401k-plan) — 503 participants

- [Atlantis Comfort Systems Corp](https://planprovider.pro/companies/atlantis-comfort-systems-corp-plan-001) — 222 participants

- [Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees](https://planprovider.pro/companies/ri-sheet-metal-workers-l17-annuity-fd-board-of-trustees-plan) — 213 participants

- [National Refrigeration, INC](https://planprovider.pro/companies/national-refrigeration-inc-plan-002) — 112 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ua-local-no-51-health-welfare-plan-050498023-501)

© 2026 PlanProvider.Pro