# Pennsylvania Federation Of Teachers Public Sector Health & Welfare Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/pennsylvania-federation-of-teachers-public-sector-health-welfare-fd-232138545-501

> Pennsylvania Federation Of Teachers Public Sector Health & Welfare Fd's Health & Welfare plan: 293 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pennsylvania Federation Of Teachers Public Sector Health & Welfare Fd

- **Sponsor EIN:** 232138545

- **Sponsor Address:** 1816 CHESTNUT STREET, PHILADELPHIA, PA, 19103

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 293

- **Total Assets:** $1.6M

## 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|293|$1.6M|$161,613|$0|

| 2023|283|$1.6M|$159,232|$0|

| 2022|269|$1.6M|$154,924|$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|

| HEFFLER, RADETICH & SAITTA, LLP|Other Service Provider|$10,055|—|$10,055|

| PFT HEALTH & WELFARE FUND|Other Service Provider|$8,670|—|$8,670|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,725

- **Estimated Expense Ratio:** 1.180% 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|$23,517|—|$8,670|$10,055|—|

| 2023|$22,323|—|$7,962|$9,663|—|

| 2022|$23,753|—|$7,736|—|$10,910|

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