# Health & Welfare Committee Of The Local 99, Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/health-welfare-committee-of-the-local-99-health-welfare-fund-300217152-501

> Health & Welfare Committee Of The Local 99, Health & Welfare Fund's Health & Welfare plan: 1,898 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health & Welfare Committee Of The Local 99, Health & Welfare Fund

- **Sponsor EIN:** 300217152

- **Sponsor Address:** 701 MCCARTER HIGHWAY, NEWARK, NJ, 07102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,898

- **Total Assets:** $31.9M

## 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|1,898|$31.9M|$23.3M|$2.5M|

| 2023|1,984|$31.2M|$21.9M|$2.5M|

| 2022|1,977|$28.2M|$20.7M|$2.4M|

## 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|

| LAUNDRY DIST FOODSVCS JB WKR UNITED|Other Service Provider|$1,260,474|—|$1,260,474|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$524,746|—|$524,746|

| ALICARE INC|Other Service Provider|$505,190|—|$505,190|

| BENECARD|Other Service Provider|$171,004|—|$171,004|

| ALICARE MEDICAL MANAGEMENT INC|Other Service Provider|$147,187|—|$147,187|

| SAX LLP|Auditor|$112,730|—|$112,730|

| AMALGAMATED BANK|Other Service Provider|$52,957|—|$52,957|

| LIVONGO HEALTH INC|Other Service Provider|$47,902|—|$47,902|

| SELE-DENT INC|Other Service Provider|$46,402|—|$46,402|

| ALIGRAPHICS|Other Service Provider|$45,728|—|$45,728|

| BARNES, IACCARINO & SHEPHERD LLP|Other Service Provider|$22,920|—|$22,920|

| ALLIANT INSURANCE SERVICES, INC|Other Service Provider|$21,964|—|$21,964|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$18,000|—|$18,000|

| WORLDLINK|Other Service Provider|$13,285|—|$13,285|

| ANDCO CONSULTING LLC|Other Service Provider|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [SAX LLP](https://planprovider.pro/provider/sax-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,002,489

- **Estimated Expense Ratio:** 9.421% 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|$3,009,671|$82,957|$1,260,474|$112,730|—|

| 2023|$2,920,121|$85,908|$1,199,624|$107,500|—|

| 2022|$2,535,728|$75,266|$909,771|—|$129,904|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/health-welfare-committee-of-the-local-99-health-welfare-fund-300217152-501)

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