# District Council 37 - Local 389 Home Care Employees Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/district-council-37-local-389-home-care-employees-health-and-welfare-133505523-501

> District Council 37 - Local 389 Home Care Employees Health And Welfare's Health & Welfare plan: 621 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** District Council 37 - Local 389 Home Care Employees Health And Welfare

- **Sponsor EIN:** 133505523

- **Sponsor Address:** 420 WEST 45TH STREET, 5TH FLOOR, NEW YORK, NY, 10036

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 621

- **Total Assets:** $22.5M

## 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|621|$22.5M|$4.3M|$305,011|

| 2023|621|$21.9M|$4.5M|$312,385|

| 2022|661|$21.8M|$4.9M|$409,708|

## 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|

| BROWNE LEGAL CONSULTING PLLC|Other Service Provider|$189,204|—|$189,204|

| LAVETTE S. MORGAN-SMYER|Other Service Provider|$73,702|—|$73,702|

| ACHRAF KAMEL|Other Service Provider|$68,810|—|$68,810|

| CYNTHIA A LANG|Other Service Provider|$67,846|—|$67,846|

| SHARI S. KRAVITZ|Other Service Provider|$67,742|—|$67,742|

| SAVI THOMAS|Other Service Provider|$66,950|—|$66,950|

| JOSEPH F. HARNOS|Other Service Provider|$60,724|—|$60,724|

| ANGELA TRUONG|Other Service Provider|$50,998|—|$50,998|

| ROGOFF & COMPANY P.C.|Auditor|$47,000|—|$47,000|

| SUMMIT ACTUARIAL SERVICES LLC|Actuary|$36,000|—|$36,000|

| DANIEL H. COOK ASSOCIATES, INC.|Other Service Provider|$33,478|—|$33,478|

| COHEN WEISS & SIMON LLP|ERISA Attorney|$24,860|—|$24,860|

| SEGAL ADVISORS INC|Investment Advisor|$22,925|—|$22,925|

| INVESCO TRUST COMPANY|Investment Advisor|$14,729|—|$14,729|

| VITECH SYSTEMS GROUP INC|Other Service Provider|$10,500|—|$10,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $835,468

- **Estimated Expense Ratio:** 3.712% 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|$1,625,768|$36,057|$316,669|$47,000|—|

| 2023|$1,666,846|$33,811|$335,250|$47,000|—|

| 2022|$1,640,844|$35,892|$308,419|—|$328,284|

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