# Rdwa - 8 United Union Of Roofers Health & Welfare Plan
Source: https://planprovider.pro/companies/rdwa-8-united-union-of-roofers-111653210-501

> Rdwa - 8 United Union Of Roofers's Health & Welfare plan: 932 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rdwa - 8 United Union Of Roofers

- **Sponsor EIN:** 111653210

- **Sponsor Address:** 12-11 43RD AVENUE, LONG ISLAND CITY, NY, 11101

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 932

- **Total Assets:** $47.7M

## 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|932|$47.7M|$39.4M|$58,468|

| 2023|900|$43.6M|$35.3M|$30,534|

| 2022|834|$38.4M|$34.0M|$53,130|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$123,462|—|$123,462|

| JOHN STRAUSS|Recordkeeper|$86,791|—|$86,791|

| CIGNA|Other Service Provider|$83,756|—|$83,756|

| WILLIAM ROTHBERG, P.C.|Other Service Provider|$80,764|—|$80,764|

| MIGDALIA SANABRIA|Recordkeeper|$76,194|—|$76,194|

| BARNES, IACCARINO & SHEPHERD, LLP|Other Service Provider|$74,325|—|$74,325|

| WATERPROOF WORKERS REALTY CORP|Other Service Provider|$61,074|—|$61,074|

| SEGAL COMPANY|Recordkeeper|$60,760|—|$60,760|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$59,647|—|$59,647|

| DEBORAH CARACCIOLO|Recordkeeper|$41,090|—|$41,090|

| MARSHALL & MOSS ADMIN SERVICES|Other Service Provider|$40,967|—|$40,967|

| QUAN-VEST CONSULTANTS INC.|Other Service Provider|$7,896|—|$7,896|

### Verified Provider Profiles

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

- [JOHN STRAUSS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MIGDALIA SANABRIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [DEBORAH CARACCIOLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $796,726

- **Estimated Expense Ratio:** 1.672% 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|$692,328|$7,896|$164,429|$59,647|—|

| 2023|$604,102|$7,152|$140,580|$81,607|—|

| 2022|$842,640|$7,212|$141,028|—|$263,044|

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