# Board Of Trustees Twu Local 100 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-twu-local-100-health-fund-476448861-501

> Board Of Trustees Twu Local 100 Health Fund's Health & Welfare plan: 37,746 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Twu Local 100 Health Fund

- **Sponsor EIN:** 476448861

- **Sponsor Address:** 195 MONTAGUE STREET, BROOKLYN, NY, 11201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 37,746

- **Total Assets:** $24.2M

## 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|37,746|$24.2M|$22.0M|$8,000|

| 2023|37,518|$21.0M|$21.0M|$25,122|

| 2022|36,763|$17.2M|$19.8M|$10,964|

## 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|

| TWU LOCAL 100|Other Service Provider|$74,369|—|$74,369|

| HEALTHPLEX INC|Other Service Provider|$52,377|—|$52,377|

| DENTAL PAY PLUS|Other Service Provider|$36,320|—|$36,320|

| GENERAL VISION SERVICES LLC|Other Service Provider|$34,332|—|$34,332|

| NOVAK FRANCELLA, LLC|Auditor|$22,600|—|$22,600|

### 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:** $219,998

- **Estimated Expense Ratio:** 0.909% 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|$220,386|—|$36,320|$22,600|—|

| 2023|$175,075|—|$49,620|$22,500|—|

| 2022|$173,175|—|$71,520|—|$19,908|

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