Plan Snapshot
- Plan Sponsor: Brewery Workers Local 1149 Welfare Fd
- Sponsor EIN: 161119654
- Sponsor Address: 136 E. GENESEE STREET, UNIT #2, BALDWINSVILLE, NY, 13027
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $164,974
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. |
|---|---|---|---|---|
| 2025 | 0 | $164,974 | $0 | $0 |
| 2024 | 8 | $163,272 | $339,422 | $0 |
| 2023 | 65 | $150,836 | $1.0M | $9,505 |
| 2022 | 63 | $327,666 | $1.0M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Other Service Provider | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 5.455% 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 |
|---|---|---|---|---|---|
| 2025 | $53,052 | — | $30 | $9,000 | — |
| 2024 | $29,789 | — | $30 | $9,000 | — |
| 2023 | $260,863 | — | $355 | $9,000 | — |
| 2022 | $35,364 | — | $603 | — | $16,497 |