# Division 1181 Atu - New York Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/division-1181-atu-new-york-welfare-fund-237255573-503 > Division 1181 Atu - New York Welfare Fund's Health & Welfare plan: 5,581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/slevin-and-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| ## Similar Plans - [Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-division-1181-atu-ny-employees-pension-fund-plan) — 6,025 participants - [Local 91 Pension Fund Board Of Trustees](https://planprovider.pro/companies/local-91-pension-fund-board-of-trustees-plan) — 4,797 participants - [Suffolk Transportation Service, INC](https://planprovider.pro/companies/suffolk-transportation-service-inc-111782554-502) — 3,062 participants - [Suffolk Transportation Services, INC](https://planprovider.pro/companies/suffolk-transportation-service-inc-401k-plan-005) — 3,007 participants - [United Crafts Benefits Fund Board Of Trustees](https://planprovider.pro/companies/united-crafts-benefits-fund-board-of-trustees-112252603-501) — 2,702 participants - [Educational Bus Transportation,](https://planprovider.pro/companies/educational-bus-transportation-401k-plan) — 1,502 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/division-1181-atu-new-york-welfare-fund-237255573-503) © 2026 PlanProvider.Pro