# Iuoe Local 542 Supplemental Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/iuoe-local-542-supplemental-health-and-welfare-fund-222539413-501

> Iuoe Local 542 Supplemental Health And Welfare Fund's Health & Welfare plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iuoe Local 542 Supplemental Health And Welfare Fund

- **Sponsor EIN:** 222539413

- **Sponsor Address:** 485 DEVON PARK DR STE 102, WAYNE, PA, 190871840

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 126

- **Total Assets:** $328,920

## 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|126|$328,920|$107,000|$336|

| 2023|125|$288,327|$82,781|$312|

| 2022|120|$252,455|$100,697|$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|

| ONEILL CONSULTING CORP|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,000

- **Estimated Expense Ratio:** 1.824% 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|$14,016|—|$6,000|$3,000|—|

| 2023|$14,137|—|$6,000|$3,000|—|

| 2022|$14,817|—|$6,000|—|$5,000|

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