# Health And Welfare Benefits Consortium Of Educational Institutions Health & Welfare Plan
Source: https://planprovider.pro/companies/health-and-welfare-benefits-consortium-of-educational-institutions-276360118-501

> Health And Welfare Benefits Consortium Of Educational Institutions's Health & Welfare plan: 266 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health And Welfare Benefits Consortium Of Educational Institutions

- **Sponsor EIN:** 276360118

- **Sponsor Address:** 320 PORTER AVE, BUFFALO, NY, 14201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 266

- **Total Assets:** $9,304

## 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|266|$9,304|$1.8M|$0|

| 2023|186|$8,471|$1.7M|$0|

| 2022|181|$197,507|$1.7M|$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|

| JEFFREY L. OFFHAUS CPA, LLC|Auditor|$4,731|—|$4,731|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,731

- **Estimated Expense Ratio:** 50.849% 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|$7,634|—|—|$4,731|—|

| 2023|$7,246|—|—|$4,175|—|

| 2022|$7,625|—|—|—|$4,063|

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