Plan Snapshot
- Plan Sponsor: District Council 37, Local 95 Head Start Employees Welfare Fund
- Sponsor EIN: 133819669
- Sponsor Address: 420 WEST 45TH STREET, NEW YORK, NY, 10036
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 683
- Total Assets: $2.1M
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 | 683 | $2.1M | $6.4M | $7,584 |
| 2023 | 736 | $756,340 | $8.8M | $25,085 |
| 2022 | 733 | $2.5M | $10.7M | $48,815 |
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 |
|---|---|---|---|---|
| RANDY PAUL | Other Service Provider | $118,260 | — | $118,260 |
| ALICARE | Other Service Provider | $113,968 | — | $113,968 |
| INSURANCE DESIGN ADMINISTRATORS | Other Service Provider | $113,968 | — | $113,968 |
| DONNA SANTANA | Other Service Provider | $38,059 | — | $38,059 |
| CALIBRE CPA GROUP PLLC | Auditor | $38,000 | — | $38,000 |
| NAVITUS HEALTH SOLUTIONS | Other Service Provider | $37,364 | — | $37,364 |
| ARCHER BYINGTON GLENNON & LEVINE | Other Service Provider | $34,973 | — | $34,973 |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $27,929 | — | $27,929 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $15,750 | — | $15,750 |
| SUMMIT ACTUARIAL SERVICES, INC. | Other Service Provider | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $543,521
- Estimated Expense Ratio: 26.050% 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 | $494,506 | $15,751 | — | $38,000 | — |
| 2023 | $632,437 | $20,000 | — | $38,000 | — |
| 2022 | $592,714 | $28,757 | — | — | $103,660 |