# Local 360 Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-360-health-fund-226084338-501

> Local 360 Health Fund's Health & Welfare plan: 1,319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 360 Health Fund

- **Sponsor EIN:** 226084338

- **Sponsor Address:** 48 STILES LANE, SUITE 204, MT. LAUREL, NJ, 08054

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,319

- **Total Assets:** $10.2M

## 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|1,319|$10.2M|$15.6M|$48,732|

| 2023|1,290|$7.5M|$14.4M|$71,883|

| 2022|1,427|$7.8M|$13.6M|$82,753|

## 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|

| TRI-STATE ADMINISTRATORS|Other Service Provider|$856,418|—|$856,418|

| INDEPENDENCE BLUE CROSS|Other Service Provider|$532,373|—|$532,373|

| EXPRESS SCRIPTS, INC|Other Service Provider|$114,360|—|$114,360|

| BARATZ & ASSOCIATES, PA|Auditor|$66,295|—|$66,295|

| MORGAN, LEWIS & BROCKIUS, LLP|ERISA Attorney|$44,591|—|$44,591|

| BRIDGEWAY BENEFITS TECHNOLOGY|Other Service Provider|$28,581|—|$28,581|

| SPEAR WILDERMAN PC|Other Service Provider|$25,415|—|$25,415|

| CHEIRON|Other Service Provider|$19,628|—|$19,628|

| MERRILL LYNCH PIERCE FENNER & SMITH|Other Service Provider|$7,430|—|$7,430|

| VISION BENEFITS OF AMERICA|Other Service Provider|$6,953|—|$6,953|

### Verified Provider Profiles

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

- [BARATZ & ASSOCIATES, PA](https://planprovider.pro/provider/baratz-and-associates-pa) — Auditor

- [MORGAN, LEWIS & BROCKIUS, LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,702,044

- **Estimated Expense Ratio:** 16.750% 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|$1,126,255|—|$798,672|$37,750|—|

| 2023|$971,747|—|$755,310|$35,920|—|

| 2022|$1,177,233|$14,914|$718,941|—|$248,376|

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