# I.B.E.W. Local Union No. 237 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/i-b-e-w-local-union-no-237-health-and-welfare-fund-160834222-501

> I.B.E.W. Local Union No. 237 Health And Welfare Fund's Health & Welfare plan: 285 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.B.E.W. Local Union No. 237 Health And Welfare Fund

- **Sponsor EIN:** 160834222

- **Sponsor Address:** 6700 SCHULTZ ST, NIAGARA FALLS, NY, 14304

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 285

- **Total Assets:** $13.7M

## 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|285|$13.7M|$6.1M|$64,885|

| 2023|275|$12.1M|$6.0M|$154,228|

| 2022|185|$9.8M|$5.1M|$130,496|

## 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|

| ANGELA STANISZ|Recordkeeper|$76,418|—|$76,418|

| BLITMAN & KING, LLP|ERISA Attorney|$43,727|—|$43,727|

| BONADIO & CO., LLP|Auditor|$37,120|—|$37,120|

| PCA TECHNOLOGY GROUP, INC.|Other Service Provider|$33,293|—|$33,293|

| SEGAL MARCO ADVISORS|Investment Advisor|$28,833|—|$28,833|

| ASHELY STOGNER|Recordkeeper|$28,212|—|$28,212|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $247,603

- **Estimated Expense Ratio:** 1.814% 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|$648,020|$32,253|—|$18,600|—|

| 2023|$588,590|$23,278|—|$17,900|—|

| 2022|$450,577|$21,700|—|—|$75,997|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/i-b-e-w-local-union-no-237-health-and-welfare-fund-160834222-501)

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