# Iue-Cwa Health & Welfare Plan
Source: https://planprovider.pro/companies/iue-cwa-364684058-501

> Iue-Cwa's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iue-Cwa

- **Sponsor EIN:** 364684058

- **Sponsor Address:** 3500 PENTAGON BLVD STE 450, BEAVERCREEK, OH, 45432

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $125.7M

## 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|0|$125.7M|$0|$0|

| 2023|0|$130.3M|$0|$0|

| 2022|0|$134.4M|$0|$0|

## 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|

| JAMES CLARK|Other Service Provider|$227,193|—|$227,193|

| KATELIN A. MANTIA|Other Service Provider|$148,022|—|$148,022|

| MEGAN LOMBARDO|Other Service Provider|$141,645|—|$141,645|

| SEGAL MARCO ADVISORS|Other Service Provider|$100,000|—|$100,000|

| HAMMERMAN, GRAF, HUGHES & CO., INC.|Other Service Provider|$39,520|—|$39,520|

| AMALGAMATED BANK|Other Service Provider|$23,309|—|$23,309|

| LESLIE CASH|Custodian / Trustee|$21,000|—|$21,000|

| MARCUS STEVE LYKINS|Custodian / Trustee|$21,000|—|$21,000|

| MARLANE BENGRY|Custodian / Trustee|$21,000|—|$21,000|

| NAN WHALEY|Custodian / Trustee|$21,000|—|$21,000|

| PETER MITCHELL|Custodian / Trustee|$21,000|—|$21,000|

| RED HAWK TECHNOLOGIES LLC|Other Service Provider|$13,578|—|$13,578|

| GREENTREE GROUP|Other Service Provider|$13,554|—|$13,554|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $811,821

- **Estimated Expense Ratio:** 0.646% 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|$1,685,597|$498,037|—|$39,520|—|

| 2023|$1,643,578|$504,621|—|$32,600|—|

| 2022|$1,599,359|$519,544|—|—|$168,762|

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