# Iupat District Council No. 21 Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/iupat-district-council-no-21-welfare-fund-912036994-501 > Iupat District Council No. 21 Welfare Fund's Health & Welfare plan: 4,586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Iupat District Council No. 21 Welfare Fund - **Sponsor EIN:** 912036994 - **Sponsor Address:** 2980 SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541297 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 4,586 - **Total Assets:** $93.2M ## 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|4,586|$93.2M|$90.6M|$4.7M| | 2023|2,312|$98.2M|$51.1M|$7.5M| | 2022|2,067|$60.2M|$47.6M|$6.8M| ## 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| | ALLIED TRADES ASSISTANCE PROGRAM|Other Service Provider|$1,294,905|—|$1,294,905| | INDEPENDENCE BLUE CROSS|Other Service Provider|$976,845|—|$976,845| | GUARDIAN NURSES|Other Service Provider|$477,886|—|$477,886| | BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$325,792|—|$325,792| | BENECARD SERVICES, INC.|Other Service Provider|$252,100|—|$252,100| | NOVAK FRANCELLA LLC|Auditor|$246,420|—|$246,420| | MICHAEL PREVITERA|Other Service Provider|$217,782|—|$217,782| | FIDELIO INSURANCE COMPANY|Other Service Provider|$159,295|—|$159,295| | ROBYN SIMPSON|Other Service Provider|$149,074|—|$149,074| | TARA CLARK|Other Service Provider|$103,006|—|$103,006| | TERESA MCDONOUGH|Other Service Provider|$102,778|—|$102,778| | REBECCA FLETCHER|Other Service Provider|$102,431|—|$102,431| | CHARTWELL INVESTMENT PARTNERS LLC|Other Service Provider|$89,229|—|$89,229| | KERRI BURKE|Other Service Provider|$88,336|—|$88,336| | CONOR WATTON|Other Service Provider|$85,642|—|$85,642| | EMBER IT LLC|Other Service Provider|$81,828|—|$81,828| | TANYA MCLAUGHLIN|Other Service Provider|$71,818|—|$71,818| | MWM LAW LLC|Other Service Provider|$63,712|—|$63,712| | PEG HANDLEY|Other Service Provider|$62,931|—|$62,931| | ERICA MILLER|Other Service Provider|$62,665|—|$62,665| | BRIAN SMITH|Other Service Provider|$58,950|—|$58,950| | MARY TOLL|Other Service Provider|$54,877|—|$54,877| | PASCO INVESTMENT ADVISORS INC|Other Service Provider|$51,709|—|$51,709| | SUMMIT ACTUARIAL SERVICES|Other Service Provider|$40,000|—|$40,000| | PNC BANK|Other Service Provider|$32,669|—|$32,669| | 617MEDIAGROUP|Other Service Provider|$31,500|—|$31,500| | CHARLSON, BRABER, MCCABE & DENMARK|Other Service Provider|$25,402|—|$25,402| | NATIONAL VISION ADMINISTRATORS LLC|Other Service Provider|$20,743|—|$20,743| | RBC WEALTH MANAGEMENT|Recordkeeper|$18,000|—|$18,000| | DELAWARE VALLEY HEALTH CARE COALIT.|Other Service Provider|—|$16,540|$16,540| | SPEAR WILDERMAN|Other Service Provider|$13,800|—|$13,800| | CANON FINANCIAL SERVICES, INC.|Other Service Provider|$11,094|—|$11,094| | CHEIRON, INC.|Other Service Provider|$10,330|—|$10,330| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor - [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $5,400,089 - **Estimated Expense Ratio:** 5.797% 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|$2,849,317|$171,552|—|$72,374|—| | 2023|$2,204,555|$86,555|—|$52,010|—| | 2022|$1,755,254|$73,280|—|—|$239,535| ## Similar Plans - [Bd Of Tr Oper Eng Cons. 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