# Painters District Council No. 4 Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/painters-district-council-no-4-health-and-welfare-trust-fund-166070541-501

> Painters District Council No. 4 Health And Welfare Trust Fund's Health & Welfare plan: 1,268 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Painters District Council No. 4 Health And Welfare Trust Fund

- **Sponsor EIN:** 166070541

- **Sponsor Address:** 585 AERO DRIVE, CHEEKTOWAGA, NY, 14225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,268

- **Total Assets:** $40.6M

## 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|1,268|$40.6M|$14.3M|$726,870|

| 2023|1,377|$36.5M|$15.2M|$679,810|

| 2022|1,457|$33.0M|$15.5M|$719,274|

## 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|

| SUE BERNAT|Other Service Provider|$123,934|—|$123,934|

| SEGAL COMPANY|Other Service Provider|$115,833|—|$115,833|

| WENDY STYN|Other Service Provider|$56,477|—|$56,477|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$49,445|—|$49,445|

| NANCY HADDAD|Other Service Provider|$48,658|—|$48,658|

| VELITCHKA KIREVA|Other Service Provider|$46,441|—|$46,441|

| VICTORIA ANTONICELLI|Other Service Provider|$45,449|—|$45,449|

| MORGAN STANLEY|Other Service Provider|$38,808|—|$38,808|

| LIPSITZ GREEN SCIME CAMBRIA LLP|Other Service Provider|$34,399|—|$34,399|

| WILMINGTON TRUST|Other Service Provider|$18,159|—|$18,159|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $577,603

- **Estimated Expense Ratio:** 1.422% 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|$1,002,683|$56,967|$434,089|$49,445|—|

| 2023|$1,268,138|$57,473|$374,598|$30,500|—|

| 2022|$1,244,091|$37,500|—|—|$169,408|

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