# Northeastern New York District Council Pipefitters Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/northeastern-new-york-district-council-pipefitters-welfare-fund-141418020-501

> Northeastern New York District Council Pipefitters Welfare Fund's Health & Welfare plan: 337 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northeastern New York District Council Pipefitters Welfare Fund

- **Sponsor EIN:** 141418020

- **Sponsor Address:** P.O. BOX 312, GLENS FALLS, NY, 12801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 337

- **Total Assets:** $45.8M

## 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|337|$45.8M|$4.3M|$28,069|

| 2023|325|$42.7M|$4.7M|$31,624|

| 2022|332|$38.8M|$5.1M|$34,831|

## 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|

| CHRISTOPHER BAXTER|Other Service Provider|$100,640|—|$100,640|

| KETHEM NOVICK|Other Service Provider|$84,287|—|$84,287|

| BOLTON PARTNERS NORTHEAST, INC.|Other Service Provider|$46,125|—|$46,125|

| COLUMBIA MANAGEMENT|Investment Advisor|$45,486|—|$45,486|

| EXPRESS SCRIPTS|Other Service Provider|$40,709|—|$40,709|

| BANK OF AMERICA|Other Service Provider|$34,685|—|$34,685|

| KRAKOW SOURIS & LANDRY. LLC|Other Service Provider|$18,000|—|$18,000|

| D'ARCANGELO & CO., LLP|Other Service Provider|$16,400|—|$16,400|

| JOSEPH W. MCCARTHY & ASSOCS. SPECIA|Other Service Provider|$15,650|—|$15,650|

| LOOMIS SAYLES|Other Service Provider|$7,365|—|$7,365|

| BOSTON PARTNERS|Other Service Provider|$7,120|—|$7,120|

### Verified Provider Profiles

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

- [COLUMBIA MANAGEMENT](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $416,467

- **Estimated Expense Ratio:** 0.909% 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|$570,300|$94,683|$140,474|$16,400|—|

| 2023|$673,607|$173,181|$145,741|$15,900|—|

| 2022|$620,540|$144,611|—|—|$92,564|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northeastern-new-york-district-council-pipefitters-welfare-fund-141418020-501)

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