Plan Snapshot
- Plan Sponsor: District Council 37 Health And Benefit F
- Sponsor EIN: 132659322
- Sponsor Address: 420 WEST 45TH STREET, NEW YORK, NY, 10036
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 438
- Total Assets: $8.1M
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 | 438 | $8.1M | $7.5M | $7,851 |
| 2023 | 486 | $8.0M | $7.4M | $29,202 |
| 2022 | 475 | $9.4M | $7.1M | $21,986 |
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 |
|---|---|---|---|---|
| LOCAL 95 WELFARE FUND | Other Service Provider | $123,593 | — | $123,593 |
| EMPIRE HEALTH CHOICE ASSURANCE, INC | Other Service Provider | $105,839 | — | $105,839 |
| HO MING LAI | Other Service Provider | $68,419 | — | $68,419 |
| EPIPHANY RX, LLC | Other Service Provider | $66,653 | — | $66,653 |
| WEAVER & TIDWELL, LLP | Auditor | $40,250 | — | $40,250 |
| MERRILL LYNCH | Other Service Provider | $36,497 | — | $36,497 |
| SUMMIT ACTUARIAL SERVICES LLC | Other Service Provider | $24,000 | — | $24,000 |
| BRIDGEWAY BENEFIT (FORMERLY ISSI) | Other Service Provider | $15,038 | — | $15,038 |
| ARCHER, BYINGTON, GLENNON & LEVINE | Other Service Provider | $14,625 | — | $14,625 |
| LOCKTIGHT SOLUTIONS, INC. | Other Service Provider | $6,450 | — | $6,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $501,364
- Estimated Expense Ratio: 6.209% 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 | $821,698 | $36,497 | $172,492 | $40,250 | — |
| 2023 | $632,017 | $41,436 | — | $39,664 | — |
| 2022 | $784,750 | $50,962 | — | — | $149,811 |