Plan Snapshot
- Plan Sponsor: Division 1181 Atu - New York Welfare Fund
- Sponsor EIN: 237255573
- Sponsor Address: 20 NORTH CENTRAL AVENUE, VALLEY STREAM, NY, 11580
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 5,581
- Total Assets: $140.9M
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 | 5,581 | $140.9M | $123.3M | $12.5M |
| 2023 | 5,462 | $120.0M | $114.4M | $11.8M |
| 2022 | 5,277 | $94.8M | $109.3M | $11.4M |
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 |
|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $3,152,402 | — | $3,152,402 |
| PAYER MATRIX, LLC | Other Service Provider | $803,560 | — | $803,560 |
| C&R CONSULTING, INC | Other Service Provider | $262,625 | — | $262,625 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $196,800 | — | $196,800 |
| EXPRESS SCRIPTS HOLDING CO. | Other Service Provider | $188,407 | — | $188,407 |
| SLEVIN & HART, PC | ERISA Attorney | $170,864 | — | $170,864 |
| ROBERT D'ULISSE | Other Service Provider | $142,070 | — | $142,070 |
| AMBRINA ASLAM | Other Service Provider | $113,154 | — | $113,154 |
| EULALIA ZITO | Other Service Provider | $105,341 | — | $105,341 |
| IRIS TORRES | Other Service Provider | $100,365 | — | $100,365 |
| VINCENT ZITO | Other Service Provider | $94,454 | — | $94,454 |
| NORMA GAYLE | Other Service Provider | $94,144 | — | $94,144 |
| MARGARET M. DIFANO | Other Service Provider | $87,901 | — | $87,901 |
| GUNTHER MEJIA | Other Service Provider | $84,582 | — | $84,582 |
| DONNA A. SCHUSTER | Other Service Provider | $83,474 | — | $83,474 |
| DONNA A. SCALA | Other Service Provider | $81,255 | — | $81,255 |
| SWARSATTIE BACHAN | Other Service Provider | $81,191 | — | $81,191 |
| AMY GARTLAND | Other Service Provider | $75,506 | — | $75,506 |
| MARGARET H. LAMONICA | Other Service Provider | $74,568 | — | $74,568 |
| ASHLEY M. MICCIULLI | Other Service Provider | $69,619 | — | $69,619 |
| ANNE OAKES | Other Service Provider | $66,667 | — | $66,667 |
| JO ANN ISOLANO | Other Service Provider | $65,561 | — | $65,561 |
| MINTZ & GOLD LLP | Other Service Provider | $56,756 | — | $56,756 |
| DANIEL ISTRICO | Other Service Provider | $56,751 | — | $56,751 |
| YEEMAN PUN | Other Service Provider | $49,909 | — | $49,909 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $48,000 | — | $48,000 |
| ANNA E. VIRGONA | Other Service Provider | $42,264 | — | $42,264 |
| WARREN KABASH | Other Service Provider | $36,148 | — | $36,148 |
| DDS INC. | Other Service Provider | $33,460 | — | $33,460 |
| SYNTONIC SYSTEMS, INC. | Other Service Provider | $33,312 | — | $33,312 |
| ROGER SANTOS | Other Service Provider | $33,058 | — | $33,058 |
| CANON FINANCIAL SERVICES | Other Service Provider | $16,016 | — | $16,016 |
| MSI TECHNOLOGIES, LLC | Other Service Provider | $10,758 | — | $10,758 |
| QUADIENT INC | Other Service Provider | $10,563 | — | $10,563 |
| VISION SCREENING, INC. | Other Service Provider | $5,649 | — | $5,649 |
| MEYER, SOUZZI, ENGLISH & KLEIN, P.C | Other Service Provider | $5,102 | — | $5,102 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,632,256
- Estimated Expense Ratio: 4.709% 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 | $6,773,346 | $4,992 | $3,643,887 | $60,845 | — |
| 2023 | $6,280,692 | $4,992 | $3,512,324 | $65,000 | — |
| 2022 | $6,101,288 | $4,992 | $3,260,945 | — | $434,412 |