# District Council 37 Health And Benefit F Health & Welfare Plan
Source: https://planprovider.pro/companies/district-council-37-health-and-benefit-f-132659322-501

> District Council 37 Health And Benefit F's Health & Welfare plan: 438 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/weaver-and-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|

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