# Empire State Highway Contractors Association Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/empire-state-highway-contractors-association-welfare-trust-166391037-501

> Empire State Highway Contractors Association Welfare Trust's Health & Welfare plan: 1,003 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Empire State Highway Contractors Association Welfare Trust

- **Sponsor EIN:** 166391037

- **Sponsor Address:** 2481 HIGBY ROAD, FRANKFORT, NY, 13340

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,003

- **Total Assets:** $3.2M

## 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|1,003|$3.2M|$16.9M|$0|

| 2023|1,022|$3.6M|$16.4M|$0|

| 2022|1,102|$3.4M|$15.6M|$0|

## 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|

| MVP HEALTH CARE, INC.|Other Service Provider|$1,810,731|—|$1,810,731|

| MILLIMAN, INC|Recordkeeper|$283,057|—|$283,057|

| NBT BANK, N.A.|Other Service Provider|$265,469|—|$265,469|

| WEALTH ENHANCEMENT ADVISORY SERVICE|Other Service Provider|$220,092|—|$220,092|

| FIRLEY, MORAN, FREER & EASSA,CPA,PC|Other Service Provider|$191,551|—|$191,551|

| EARNEST PARTNERS, LLC|Other Service Provider|$122,204|—|$122,204|

| GAMCO ASSET MANAGEMENT INC|Other Service Provider|$81,316|—|$81,316|

| BECKER CAPITAL MANAGEMENT|Other Service Provider|$75,972|—|$75,972|

| LAZARD ASSET MANAGEMENT LLC|Other Service Provider|$74,117|—|$74,117|

| AGINCOURT CAPITAL MANAGEMENT|Other Service Provider|$56,204|—|$56,204|

| GAYLE CHURCHILL|Other Service Provider|$45,000|—|$45,000|

| BROWN & BROWN OF NEW YORK, INC.|Other Service Provider|$25,329|—|$25,329|

| ANCHOR CAPITAL ADVISORS, INC.|Other Service Provider|$17,407|—|$17,407|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,268,449

- **Estimated Expense Ratio:** 101.660% 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|$3,293,173|$912,781|$1,855,731|$191,551|—|

| 2023|$3,253,182|$938,137|$1,788,803|$185,165|—|

| 2022|$3,187,972|$999,586|$1,621,766|—|$558,683|

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