# Board Of Trustees Wholesale Wine Salesmen'S Local 18-D Severance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-wholesale-wine-salesmen-s-local-18-d-severance-trust-136314646-501

> Board Of Trustees Wholesale Wine Salesmen'S Local 18-D Severance Trust's Health & Welfare plan: 425 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Wholesale Wine Salesmen'S Local 18-D Severance Trust

- **Sponsor EIN:** 136314646

- **Sponsor Address:** 100 ST. MARY'S AVENUE, STATEN ISLAND, NY, 10305

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 425

- **Total Assets:** $855,891

## 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|425|$855,891|$10,468|$0|

| 2023|435|$839,781|$39,714|$0|

| 2022|403|$727,656|$40,860|$0|

## 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|

| WEAVER & TIDWELL, LLP|Auditor|$29,400|—|$29,400|

| MILLIMAN, INC.|Actuary|$7,000|—|$7,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Actuary

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,400

- **Estimated Expense Ratio:** 4.253% 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|$71,068|—|—|$29,400|—|

| 2023|$78,749|—|—|$29,100|—|

| 2022|$90,257|—|—|—|$55,015|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-wholesale-wine-salesmen-s-local-18-d-severance-trust-136314646-501)

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