# District 1199c Legal Services Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/district-1199c-legal-services-plan-232188968-501

> District 1199c Legal Services Plan's Health & Welfare plan: 3,456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** District 1199c Legal Services Plan

- **Sponsor EIN:** 232188968

- **Sponsor Address:** 1319 LOCUST STREET, PHILADELPHIA, PA, 19107

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,456

- **Total Assets:** $762,545

## 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|3,456|$762,545|$896,088|$0|

| 2023|3,312|$575,779|$795,135|$0|

| 2022|2,750|$511,307|$829,429|$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|

| SPEAR WILDERMAN PC|Other Service Provider|$384,000|—|$384,000|

| SABRINA CONYON|Other Service Provider|$68,386|—|$68,386|

| ERIC BROOKS|Other Service Provider|$53,324|—|$53,324|

| NICOLE NICHOLAS|Other Service Provider|$34,203|—|$34,203|

| MARKOWITZ & RICHMAN|Other Service Provider|$24,007|—|$24,007|

| GLENDELLE CAMERON|Other Service Provider|$17,000|—|$17,000|

| NOVAK FRANCELLA, LLC|Auditor|$14,324|—|$14,324|

### 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:** $595,244

- **Estimated Expense Ratio:** 78.060% 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|$310,093|—|—|$14,324|—|

| 2023|$338,448|—|—|$14,250|—|

| 2022|$368,345|—|—|—|$58,570|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/district-1199c-legal-services-plan-232188968-501)

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