# Excavators Union 731 Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/excavators-union-731-welfare-131615440-501

> Excavators Union 731 Welfare's Health & Welfare plan: 4,820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Excavators Union 731 Welfare

- **Sponsor EIN:** 131615440

- **Sponsor Address:** 34-11 35TH AVENUE, ASTORIA, NY, 11106

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,820

- **Total Assets:** $1.1B

## 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|4,820|$1.1B|$274.7M|$286,264|

| 2023|4,677|$931.0M|$244.7M|$264,893|

| 2022|4,586|$763.6M|$226.0M|$342,644|

## 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 BLUECROSS BLUESHIELD|Other Service Provider|$3,867,536|—|$3,867,536|

| ATALANTA SOSNOFF CAPITAL, LLC|Other Service Provider|$466,984|—|$466,984|

| BARROW HANLEY|Other Service Provider|$422,435|—|$422,435|

| MELVIN FEDER|ERISA Attorney|$333,060|—|$333,060|

| ALLIANCE BERNSTEIN|Other Service Provider|$320,794|—|$320,794|

| DELTA DENTAL|Other Service Provider|$298,425|—|$298,425|

| CAREMARK|Other Service Provider|$241,761|—|$241,761|

| CASTIGLIA LLP|Auditor|$237,123|—|$237,123|

| PIMCO|Other Service Provider|$225,289|—|$225,289|

| SEGAL CO.|Other Service Provider|$166,325|—|$166,325|

| JESSICA PIZA|Other Service Provider|$112,354|—|$112,354|

| JP MORGAN|Recordkeeper|$112,000|—|$112,000|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$94,804|—|$94,804|

| LYDIA DESHONG|Other Service Provider|$90,655|—|$90,655|

| YVETTE RIVERA|Other Service Provider|$71,471|—|$71,471|

| D SAN ANDRES|Other Service Provider|$68,017|—|$68,017|

| NICOLE LANZAROTTA|Other Service Provider|$66,626|—|$66,626|

| M CHEN|Other Service Provider|$47,687|—|$47,687|

| PREMIER TECHNOLOGY SOLUTIONS|Other Service Provider|$41,740|—|$41,740|

| MERRILL LYNCH|Other Service Provider|$36,600|—|$36,600|

| PART D ADVISORS|Other Service Provider|$25,011|—|$25,011|

| SYNTONICS|Other Service Provider|$13,860|—|$13,860|

| QUADIANT|Other Service Provider|$10,452|—|$10,452|

| STEPHEN O'BEIRNE|Other Service Provider|$10,177|—|$10,177|

| LERNER LAW|ERISA Attorney|$8,190|—|$8,190|

| 3P ADMIN SOLUTIONS|Other Service Provider|$5,600|—|$5,600|

| WAGEWORKS|Other Service Provider|$5,382|—|$5,382|

### Verified Provider Profiles

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

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,400,358

- **Estimated Expense Ratio:** 0.665% 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|$9,779,772|$1,472,102|$4,407,722|$160,045|—|

| 2023|$10,174,799|$1,272,687|$5,171,428|$157,485|—|

| 2022|$10,085,458|$1,295,058|$4,966,932|—|$776,634|

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