# I.A.M. District 15 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-a-m-district-15-health-fund-135598021-501

> I.A.M. District 15 Health Fund's Health & Welfare plan: 1,280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|

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