# Local 1158 Welfare Plan Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-1158-welfare-plan-fund-227051778-501

> Local 1158 Welfare Plan Fund's Health & Welfare plan: 3,901 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 1158 Welfare Plan Fund

- **Sponsor EIN:** 227051778

- **Sponsor Address:** 1149 BLOOMFIELD AVENUE, CLIFTON, NJ, 07012

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,901

- **Total Assets:** $8.1M

## 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|3,901|$8.1M|$2.9M|$0|

| 2023|3,801|$6.7M|$2.8M|$0|

| 2022|3,808|$5.4M|$4.6M|$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|

| JOSEPH P. CALABRO|Recordkeeper|$241,614|—|$241,614|

| GEORGE SERIO|Other Service Provider|$215,589|—|$215,589|

| MICHAEL TORTORELLI|Other Service Provider|$91,883|—|$91,883|

| CHRISTINE FAWCETT|Other Service Provider|$89,190|—|$89,190|

| DONNA CERNIGLIA|Other Service Provider|$82,592|—|$82,592|

| ROSENBERG RICH BAKER BERMAN|Auditor|$63,000|—|$63,000|

| SANDRA JIMEMEZ|Other Service Provider|$60,525|—|$60,525|

| CARELLA BYRNE|ERISA Attorney|$58,530|—|$58,530|

| CELESTE CALABRO|Other Service Provider|$56,071|—|$56,071|

| ANDREA BURGESS|Other Service Provider|$49,583|—|$49,583|

| ANTHONY PINADELLA|Other Service Provider|$46,200|—|$46,200|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$13,969|—|$13,969|

### Verified Provider Profiles

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

- [ROSENBERG RICH BAKER BERMAN](https://planprovider.pro/provider/rosenberg-rich-baker-berman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,068,746

- **Estimated Expense Ratio:** 13.115% 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|$1,409,208|$13,969|—|—|—|

| 2023|$1,447,538|$11,140|—|—|—|

| 2022|$1,272,868|$11,780|—|—|$197,632|

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