# District Council 37, Local 95 Head Start Employees Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/district-council-37-local-95-head-start-employees-welfare-fund-133819669-501

> District Council 37, Local 95 Head Start Employees Welfare Fund's Health & Welfare plan: 683 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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