# New York Oil Heating Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/new-york-oil-heating-insurance-fund-135668120-501

> New York Oil Heating Insurance Fund's Health & Welfare plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New York Oil Heating Insurance Fund

- **Sponsor EIN:** 135668120

- **Sponsor Address:** 200 PARKWAY DRIVE SOUTH,, HAUPPAUGE, NY, 11788

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 308

- **Total Assets:** $6.3M

## 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.|

| 2024|308|$6.3M|$108,979|$0|

| 2023|359|$6.2M|$140,273|$0|

| 2022|480|$6.4M|$187,973|$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|

| PABON FINANCIAL SERVICES, LLC|Other Service Provider|$64,800|—|$64,800|

| MORGAN STANLEY SMITH BARNEY, LLC|Other Service Provider|$51,700|—|$51,700|

| WEAVER AND TIDWELL, LLP|Auditor|$37,000|—|$37,000|

| PROSKAUER ROSE, LLP|Other Service Provider|$20,103|—|$20,103|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL, LLP](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:** $173,603

- **Estimated Expense Ratio:** 2.752% 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|$217,571|$51,700|—|$37,000|—|

| 2023|$217,647|$38,585|—|$37,000|—|

| 2022|$231,215|$42,218|—|—|$137,364|

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