# Northeast District Council Of The Opcmia Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/northeast-district-council-of-the-opcmia-welfare-fund-131567895-501

> Northeast District Council Of The Opcmia Welfare Fund's Health & Welfare plan: 762 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northeast District Council Of The Opcmia Welfare Fund

- **Sponsor EIN:** 131567895

- **Sponsor Address:** 1406 BLONDELL AVE, 2ND FLOOR, BRONX, NY, 10461

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 762

- **Total Assets:** $60.2M

## 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|762|$60.2M|$17.3M|$381,653|

| 2023|831|$58.7M|$16.4M|$411,001|

| 2022|873|$57.1M|$18.3M|$434,451|

## 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|

| THOMAS DIMATTINA|Other Service Provider|$5,500|$935,011|$940,511|

| FITZSIMMONS ABRAMS, LLP|Auditor|$566,014|—|$566,014|

| LISA PARISI|Other Service Provider|$226,742|—|$226,742|

| DIANE FERCHLAND|Other Service Provider|$132,366|—|$132,366|

| PROSKAUER ROSE LLP|Other Service Provider|$124,306|—|$124,306|

| BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$100,035|—|$100,035|

| COLLERAN O'HARA & MILLS, LLP|Other Service Provider|$76,078|—|$76,078|

| ULLICO INVESTMENT ADVISORS INC|Other Service Provider|$55,574|—|$55,574|

| JBM COMPUTER CONSULTANTS, INC|Other Service Provider|$48,517|—|$48,517|

| REYNOLDS CONSULTING SERVICES LLC|Other Service Provider|$33,949|—|$33,949|

| CONGRESS ASSET MANAGEMENT CO LLP|Other Service Provider|$22,545|$2,170|$24,715|

| VINCENT SCHIAPPA VPS SYSTEMS|Other Service Provider|$23,197|—|$23,197|

| FIRST ACTUARIAL CONSULTING, INC|Other Service Provider|$15,000|—|$15,000|

| HORIZON ACTUARIAL SERVICES LLC|Other Service Provider|$15,000|—|$15,000|

| POLEN CAPITAL MANAGEMENT|Other Service Provider|$12,577|—|$12,577|

| AMALGAMATED BANK|Other Service Provider|$8,671|$253|$8,924|

| BRADY MCGUIRE STIENBERG P.C.|Other Service Provider|$8,742|—|$8,742|

| STEPHEN F. O'BEIRNE ESQ|Other Service Provider|$7,562|—|$7,562|

### Verified Provider Profiles

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

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,419,809

- **Estimated Expense Ratio:** 4.022% 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|$1,126,684|$298,105|—|$44,700|—|

| 2023|$1,123,494|$303,358|—|$44,700|—|

| 2022|$1,125,636|$250,902|—|—|$519,256|

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