Plan Snapshot
- Plan Sponsor: I.A.M. District 15 Health Fund
- Sponsor EIN: 135598021
- Sponsor Address: 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,280
- Total Assets: $79.2M
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 | 1,280 | $79.2M | $26.4M | $37,329 |
| 2023 | 1,298 | $75.9M | $25.7M | $36,556 |
| 2022 | 1,273 | $69.7M | $25.5M | $70,744 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $1,371,420 | — | $1,371,420 |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | Other Service Provider | $451,955 | — | $451,955 |
| TARTER KRINSKY & DROGIN | Other Service Provider | $116,402 | — | $116,402 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $84,250 | — | $84,250 |
| STACEY BRAUN ASSOCIATES, INC. | Other Service Provider | $74,976 | — | $74,976 |
| THE SEGAL COMPANY | Other Service Provider | $65,745 | — | $65,745 |
| MED REVIEW, INC. | Other Service Provider | $47,158 | — | $47,158 |
| AMALGAMATED BANK | Other Service Provider | $27,988 | — | $27,988 |
| SEGAL MARCO ADVISORS, INC. | Other Service Provider | $16,584 | — | $16,584 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,256,478
- Estimated Expense Ratio: 2.848% 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 | $2,337,174 | $119,548 | $1,379,834 | $37,000 | — |
| 2023 | $2,365,237 | $144,064 | $1,394,964 | $35,000 | — |
| 2022 | $2,297,158 | $111,980 | $1,442,310 | — | $168,929 |