# Glaziers & Glassworkers Local 660 S.U.B. Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/glaziers-glassworkers-local-660-s-u-b-trust-fund-160921100-501

> Glaziers & Glassworkers Local 660 S.U.B. Trust Fund's Health & Welfare plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Glaziers & Glassworkers Local 660 S.U.B. Trust Fund

- **Sponsor EIN:** 160921100

- **Sponsor Address:** 585 AERO DRIVE, CHEEKTOWAGA, NY, 14225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 119

- **Total Assets:** $1.1M

## 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|119|$1.1M|$201,364|$0|

| 2023|132|$1.1M|$227,312|$0|

| 2022|142|$994,388|$208,274|$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|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$17,991|—|$17,991|

| PDC NO. 4 HEALTH & WELFARE FUND|Other Service Provider|$8,106|—|$8,106|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,097

- **Estimated Expense Ratio:** 2.341% 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|$33,393|$2,499|—|$17,991|—|

| 2023|$30,452|$2,363|—|$17,326|—|

| 2022|$38,662|$2,327|—|—|$19,166|

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