# Local 475 Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/local-475-health-plan-136179467-501

> Local 475 Health Plan's Health & Welfare plan: 203 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Local 475 Health Plan

- **Sponsor EIN:** 136179467

- **Sponsor Address:** 629 FIFTH AVENUE, PELHAM, NY, 10803

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 203

- **Total Assets:** $27.3M

## 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.|

| 2025|203|$27.3M|$0|$0|

| 2024|288|$21.7M|$7.7M|$10,135|

| 2023|306|$17.7M|$7.8M|$1,881|

| 2022|292|$14.3M|$0|$6.9M|

## 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|

| ANTHEM BLUE CROSS (G1921)|Other Service Provider|$108,822|—|$108,822|

| AMALGAMATED EMPLOYEE BEN ADMIN|Recordkeeper|$85,941|—|$85,941|

| PETER VAUPEL|Recordkeeper|$79,707|—|$79,707|

| CITRIN COOPERMAN & COMPANY, LLP|Other Service Provider|$27,113|—|$27,113|

| AMALGAMATED MEDICAL CARE MANAGEMENT|Other Service Provider|$23,533|—|$23,533|

| BARNES, IACCARINO & SHEPHERD LLP|ERISA Attorney|$21,600|—|$21,600|

| CYNOMYS, INC.|Actuary|$20,000|—|$20,000|

| EKA BENEFITS INC|Recordkeeper|—|$20,000|$20,000|

| D. D. SERVICES, INC.|Other Service Provider|$10,605|—|$10,605|

| DAHAB ASSOCIATES|Other Service Provider|$9,868|—|$9,868|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $407,189

- **Estimated Expense Ratio:** 1.494% 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|

| 2025|$5,463,847|$9,868|$281,981|$27,113|—|

| 2024|$603,610|$7,514|$288,320|$26,875|—|

| 2023|$642,954|$8,543|$292,446|$25,800|—|

| 2022|$606,651|$7,456|$288,348|—|$68,970|

## Similar Plans

- [Board Of Trustees Of The Deferred Salary Plan Of The Electrical Ind](https://planprovider.pro/companies/board-of-trustees-of-the-deferred-salary-plan-of-the-electrical-ind-plan) — 23,406 participants

- [Board Of Trustees Of The Annuity Plan Of The Electrical Industry](https://planprovider.pro/companies/board-of-trustees-of-the-annuity-plan-of-the-electrical-industry-plan) — 18,200 participants

- [Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension](https://planprovider.pro/companies/bd-of-tr-of-the-pension-hosp-benefit-pl-of-the-elec-ind-pension-plan) — 15,968 participants

- [Board Of Trustees Of The Electrical Employers Self-Ins Safety Plan](https://planprovider.pro/companies/board-of-trustees-of-the-electrical-employers-self-ins-safety-plan-510151311-502) — 11,592 participants

- [Ibew Local 1249 Annuity Fund](https://planprovider.pro/companies/ibew-local-1249-annuity-fund-plan) — 3,697 participants

- [Board Of Trustees I.B.E.W. Local 25 Pension Fund](https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-25-pension-fund-plan) — 3,549 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-475-health-plan-136179467-501)

© 2026 PlanProvider.Pro