# Roofers Local 195 Health & Accident Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/roofers-local-195-health-accident-fund-166148181-501

> Roofers Local 195 Health & Accident Fund's Health & Welfare plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Local 195 Health & Accident Fund

- **Sponsor EIN:** 166148181

- **Sponsor Address:** 7706 MALTLAGE DRIVE, LIVERPOOL, NY, 13090

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 202

- **Total Assets:** $2.7M

## 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|202|$2.7M|$2.7M|$5,314|

| 2023|183|$2.4M|$2.9M|$14,734|

| 2022|195|$2.1M|$3.1M|$6,600|

## 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|

| PATRICIA REDHEAD|Recordkeeper|$128,000|—|$128,000|

| BRENDA DANN|Other Service Provider|$63,024|—|$63,024|

| JOSEPH W. MCCARTHY AND ASSOCIATES|Other Service Provider|$55,033|—|$55,033|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$33,648|—|$33,648|

| BLITMAN & KING LLP|Other Service Provider|$29,785|—|$29,785|

| BONADIO & CO., LLP|Auditor|$18,965|—|$18,965|

| CARRIE REDDEN|Other Service Provider|$15,851|—|$15,851|

| O'SULLIVAN ASSOCIATES|Other Service Provider|$12,800|—|$12,800|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$10,304|—|$10,304|

| TPA CONSULTING SERVICES|Other Service Provider|$10,277|—|$10,277|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $377,687

- **Estimated Expense Ratio:** 14.194% 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|$697,887|$12,269|—|$18,965|—|

| 2023|$664,664|$11,933|—|$17,400|—|

| 2022|$678,424|$11,542|—|—|$78,284|

## Similar Plans

- [Board Of Trustees Bac Local 3 Ny Individual Account Retirement Fund](https://planprovider.pro/companies/board-of-trustees-bac-local-3-ny-individual-account-retirement-fund-plan) — 3,146 participants

- [Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd](https://planprovider.pro/companies/board-of-trustees-bricklayers-allied-craftsmen-local-2-annuity-fd-161298070-002) — 2,283 participants

- [Board Of Trustees Bricklayers Supplemental Annuity Fund](https://planprovider.pro/companies/board-of-trustees-bricklayers-supplemental-annuity-fund-plan) — 1,211 participants

- [Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-iwdc-of-wny-and-vicinity-annuity-fund-146195662-001) — 1,167 participants

- [Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund](https://planprovider.pro/companies/bd-of-tr-of-the-pension-and-annuity-plan-of-bricklayers-pension-fund-plan) — 917 participants

- [Board Of Trustees Of Bricklayers Insurance And Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-bricklayers-insurance-and-welfare-fund-131575218-501) — 877 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roofers-local-195-health-accident-fund-166148181-501)

© 2026 PlanProvider.Pro