# Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/retail-wholesale-dept-store-union-local-1034-health-and-welfare-plan-237105550-501

> Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan's Health & Welfare plan: 301 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retail Wholesale Dept Store Union Local 1034 Health And Welfare Plan

- **Sponsor EIN:** 237105550

- **Sponsor Address:** 485 DEVON PARK DRIVE, WAYNE, PA, 19087

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 301

- **Total Assets:** $865,772

## 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|301|$865,772|$1.6M|$0|

| 2023|301|$974,447|$1.4M|$0|

| 2022|311|$1.1M|$1.4M|$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|

| O NEILL EMPLOYEE BENEFITS|Other Service Provider|$16,968|—|$16,968|

| SPEAR WILDERMAN|Other Service Provider|$13,609|—|$13,609|

| CHERNOW KURTZMAN AND COMPANY, P.C.|Other Service Provider|$12,250|—|$12,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,827

- **Estimated Expense Ratio:** 4.947% 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|$103,227|$1,792|$16,968|$12,250|—|

| 2023|$107,031|$2,641|$16,968|$12,250|—|

| 2022|$103,283|$3,512|$16,968|—|$26,390|

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