# Local 22 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-22-health-fund-131805529-501

> Local 22 Health Fund's Health & Welfare plan: 2,172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 22 Health Fund

- **Sponsor EIN:** 131805529

- **Sponsor Address:** 420 W MERRICK ROAD, VALLEY STREAM, NY, 11580

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,172

- **Total Assets:** $26.5M

## 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|2,172|$26.5M|$15.7M|$117,555|

| 2023|2,179|$21.8M|$10.9M|$6,549|

| 2022|2,673|$20.9M|$10.5M|$3,837|

## 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|

| EASTERN STATES BOARD|Other Service Provider|$447,905|—|$447,905|

| DICKINSON GROUP|Other Service Provider|$417,311|—|$417,311|

| ANTHEM BLUE CROSS|Other Service Provider|$302,246|—|$302,246|

| JOE GIOVINCO|Other Service Provider|$139,945|—|$139,945|

| MONICA ZAZA|Other Service Provider|$50,265|—|$50,265|

| ATALANTA SOSNOFF CAPITAL LLC|Other Service Provider|$47,907|—|$47,907|

| ANTHONY MIRANTI|Other Service Provider|$45,939|—|$45,939|

| D.D. SERVICES INC.|Other Service Provider|$42,480|—|$42,480|

| BARNES, IACCARINO & SHEPHERD LLP|Other Service Provider|$40,020|—|$40,020|

| NICOLE JEAN-CHARLES|Other Service Provider|$31,516|—|$31,516|

| BRYAN C. MCCARTHY|Other Service Provider|$19,643|—|$19,643|

| BANK OF AMERICA NA|Other Service Provider|$10,204|—|$10,204|

| QUAN-VEST CONSULTANTS, INC.|Other Service Provider|$9,996|—|$9,996|

| WEAVER AND TIDWELL, L.L.P.|Auditor|$9,099|—|$9,099|

| LAWRENCE S. FISCHER, CPA|Other Service Provider|$7,200|—|$7,200|

### 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:** $1,621,676

- **Estimated Expense Ratio:** 6.128% 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|$710,939|$57,903|—|$9,099|—|

| 2023|$992,382|$49,675|—|$46,500|—|

| 2022|$824,786|$73,071|—|—|$146,392|

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