# Service Employees Intl Union Local 2000 Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/service-employees-intl-union-local-2000-health-welfare-431598128-501

> Service Employees Intl Union Local 2000 Health & Welfare's Health & Welfare plan: 356 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Employees Intl Union Local 2000 Health & Welfare

- **Sponsor EIN:** 431598128

- **Sponsor Address:** 5585 PERSHING AVE, ST. LOUIS, MO, 63112

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 356

- **Total Assets:** $14.3M

## 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|356|$14.3M|$2.8M|$6,249|

| 2023|434|$14.7M|$3.1M|$5,500|

| 2022|440|$14.7M|$3.7M|$3,761|

## 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|$414,677|—|$414,677|

| UMR INC|Other Service Provider|$159,004|$11,495|$170,499|

| L. GOULD|Other Service Provider|$166,036|—|$166,036|

| ANDERS MINKLER HUBER & HELM LLP|Auditor|$90,352|—|$90,352|

| DECA PROPERTY MANAGEMENT|Other Service Provider|$84,690|—|$84,690|

| M. GRUENDEWALD|Other Service Provider|$63,686|—|$63,686|

| R. JENKINS|Other Service Provider|$61,220|—|$61,220|

| BRYNE SOFTWARE|Other Service Provider|$59,035|—|$59,035|

| PAYCHEX OF NEW YORK LLC|Other Service Provider|$23,634|—|$23,634|

| MARSH & MCLENNAN AGENCY LLC|Investment Advisor|$15,998|—|$15,998|

| HAMMOND AND SHINNERS, PC|Other Service Provider|$14,601|—|$14,601|

| BURR OAK CONSULTING LLC|Other Service Provider|$13,331|—|$13,331|

| THE MILLER GROUP|Other Service Provider|$10,305|—|$10,305|

| MARCO TECHNOLOGIES LLC|Other Service Provider|$8,974|—|$8,974|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$5,139|$5,139|

| D. HARRIS|Other Service Provider|$5,100|—|$5,100|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,207,277

- **Estimated Expense Ratio:** 8.439% 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|$886,470|$66,462|—|$55,758|—|

| 2023|$930,429|$64,429|—|$54,330|—|

| 2022|$1,021,588|$72,585|—|—|$132,675|

## Similar Plans

- [Seiu Local 2000 Pension Fund](https://planprovider.pro/companies/seiu-local-2000-pension-fund-plan) — 120 participants

- [Morrow Holdings INC](https://planprovider.pro/companies/morrow-holdings-inc-842502974-001) — 16 participants

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