# Iamaw District No. 15 New England Area Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/iamaw-district-no-15-new-england-area-health-and-welfare-fund-020351951-501

> Iamaw District No. 15 New England Area Health And Welfare Fund's Health & Welfare plan: 299 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iamaw District No. 15 New England Area Health And Welfare Fund

- **Sponsor EIN:** 020351951

- **Sponsor Address:** 140 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 299

- **Total Assets:** $4.1M

## 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|299|$4.1M|$5.7M|$1,992|

| 2023|276|$3.5M|$4.9M|$3,560|

| 2022|250|$3.2M|$4.3M|$29,145|

## 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|

| WEAVER AND TIDWELL, L.L.P|Auditor|$28,000|—|$28,000|

| MERRILL LYNCH|Other Service Provider|$26,501|—|$26,501|

| CBIZ BENEFITS AND INSURANCE SVCS|Other Service Provider|$16,245|—|$16,245|

| BLUE CROSS BLUE SHIELD OF MA|Other Service Provider|$13,491|—|$13,491|

| LANGAN AND DEMPSEY|Other Service Provider|$9,000|—|$9,000|

### 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:** $93,237

- **Estimated Expense Ratio:** 2.283% 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|$109,889|$26,501|$17,967|$28,000|—|

| 2023|$112,761|$20,670|$20,045|$42,843|—|

| 2022|$97,361|$17,655|$15,866|—|$52,533|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iamaw-district-no-15-new-england-area-health-and-welfare-fund-020351951-501)

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