# Board Of Trustees- Roofers Local No. 9 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-roofers-local-no-9-health-fund-066061613-502

> Board Of Trustees- Roofers Local No. 9 Health Fund's Health & Welfare plan: 210 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- Roofers Local No. 9 Health Fund

- **Sponsor EIN:** 066061613

- **Sponsor Address:** 66 CONNECTICUT BLVD, EAST HARTFORD, CT, 06108

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 210

- **Total Assets:** $4.5M

## 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|210|$4.5M|$3.5M|$13,776|

| 2023|191|$4.3M|$3.1M|$23,240|

| 2022|188|$4.4M|$2.9M|$27,870|

## 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|

| BRESCIA PRINTING|Other Service Provider|$65,851|—|$65,851|

| SEGAL CONSULTING|Other Service Provider|$28,711|—|$28,711|

| REID & REIGE, P.C.|Other Service Provider|$20,637|—|$20,637|

| WRIGHT INVESTORS|Other Service Provider|$18,629|—|$18,629|

| NOVAK FRANCELLA LLC|Auditor|$16,243|—|$16,243|

| AGILIS PARTNERS, LLC|Other Service Provider|$15,000|—|$15,000|

| CAKE DEVELOPMENT CORPORATION|Other Service Provider|$6,364|—|$6,364|

### 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:** $171,435

- **Estimated Expense Ratio:** 3.825% 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|$290,274|$36,965|$151,561|$14,350|—|

| 2023|$278,183|$40,820|$145,106|$13,850|—|

| 2022|$309,328|$45,990|$144,017|—|$92,204|

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