# Roofers Union Local No. 12 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/roofers-union-local-no-12-health-and-welfare-fund-060878220-501

> Roofers Union Local No. 12 Health And Welfare Fund's Health & Welfare plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Union Local No. 12 Health And Welfare Fund

- **Sponsor EIN:** 060878220

- **Sponsor Address:** 10 TECHNOLOGY DRIVE, P.O. BOX 5817, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 255

- **Total Assets:** $4.6M

## 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|255|$4.6M|$4.8M|$11,215|

| 2023|333|$3.8M|$4.1M|$36,006|

| 2022|330|$3.1M|$3.3M|$52,482|

## 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|

| SAV-RX|Other Service Provider|$501,783|—|$501,783|

| ZENITH AMERICAN SOLUTIONS INC|Other Service Provider|$79,256|—|$79,256|

| THE SEGAL COMPANY|Other Service Provider|$20,679|—|$20,679|

| BEERS, HAMERMAN, COHEN & BURGER PC|Other Service Provider|$18,750|—|$18,750|

| DAVIS VISION|Other Service Provider|$14,144|—|$14,144|

| SEGAL SELECT INVESTMENTS|Other Service Provider|$13,346|—|$13,346|

| HOLM OHARA|Other Service Provider|$13,321|—|$13,321|

| BRADLEY, FOSTER & SARGENT|Other Service Provider|$9,404|—|$9,404|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $670,683

- **Estimated Expense Ratio:** 14.507% 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|$300,413|$9,632|$65,888|$18,750|—|

| 2023|$306,534|$8,574|$63,848|$35,452|—|

| 2022|$281,829|$5,059|$61,800|—|$58,349|

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