# Citadel Care Centers Health & Welfare Plan
Source: https://planprovider.pro/companies/citadel-care-centers-811619316-501

> Citadel Care Centers's Health & Welfare plan: 1,138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citadel Care Centers

- **Sponsor EIN:** 811619316

- **Sponsor Address:** 1000 GATES AVENUE, BROOKLYN, NY, 11221

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,138

- **Total Assets:** $2.5M

## 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|1,138|$2.5M|$8.6M|$2.2M|

| 2023|1,004|$3.7M|$7.4M|$1.9M|

| 2022|1,087|$3.7M|$7.8M|$2.3M|

## 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|

| UHP ADMINISTRATORS INC.|Recordkeeper|$718,044|—|$718,044|

| CITADEL CONSULTING GROUP LLC|Recordkeeper|$272,946|—|$272,946|

| MEDTIPSTER.COM LLC|Other Service Provider|$42,763|—|$42,763|

| FASTEN HALBERSTAM LLP|Auditor|$9,000|—|$9,000|

### Verified Provider Profiles

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

- [FASTEN HALBERSTAM LLP](https://planprovider.pro/provider/fasten-halberstam-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,042,753

- **Estimated Expense Ratio:** 42.126% 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|$1,045,445|—|$1,033,753|$9,000|—|

| 2023|$674,048|—|$636,697|$35,250|—|

| 2022|$674,140|—|$655,477|—|$18,000|

## Similar Plans

- [Board Of Trustees Of 1199seiu Greater New York Benefit Fund](https://planprovider.pro/companies/board-of-trustees-of-1199seiu-greater-new-york-benefit-fund-136125570-501) — 17,005 participants

- [Board Of Trustees Of 1199seiu Greater New York Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-1199seiu-greater-new-york-pension-fund-plan) — 15,890 participants

- [1199 Seiu/Greater New York Job Security](https://planprovider.pro/companies/1199-seiu-greater-new-york-job-security-050557207-501) — 15,232 participants

- [Ags Payroll Services LLC](https://planprovider.pro/companies/ags-payroll-services-llc-401k-plan) — 14,204 participants

- [Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan](https://planprovider.pro/companies/board-of-trustees-of-the-nhca-and-affiliates-ret-and-savings-plan-401k-plan) — 11,467 participants

- [Bronx Center For Rehabilitation & Healthcare](https://planprovider.pro/companies/bronx-center-for-rehabilitation-healthcare-plan) — 10,351 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citadel-care-centers-811619316-501)

© 2026 PlanProvider.Pro