# Steamfitters Industry Welfare Fund Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/steamfitters-industry-welfare-fund-board-of-trustees-131545680-502

> Steamfitters Industry Welfare Fund Board Of Trustees's Health & Welfare plan: 2,208 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steamfitters Industry Welfare Fund Board Of Trustees

- **Sponsor EIN:** 131545680

- **Sponsor Address:** 27-08 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 2,208

- **Total Assets:** $78.7M

## 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|2,208|$78.7M|$74.1M|$0|

| 2023|2,214|$91.7M|$69.4M|$0|

| 2022|2,254|$96.7M|$66.1M|$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|

| EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$2,115,952|—|$2,115,952|

| EXPRESS SCRIPTS|Other Service Provider|$813,406|—|$813,406|

| VITECH SYSTEMS GROUP|Other Service Provider|$188,244|—|$188,244|

| LOUISE FURIO|Other Service Provider|$90,405|—|$90,405|

| ROGER ROSS|Other Service Provider|$80,182|—|$80,182|

| INTEGRITY PHARMACEUTICAL ADVISORS,|Other Service Provider|$75,000|—|$75,000|

| JAMES C. WHITE|Other Service Provider|$63,658|—|$63,658|

| THE SEGAL COMPANY|Other Service Provider|$58,273|—|$58,273|

| SEAN DRISCOLL|Other Service Provider|$56,302|—|$56,302|

| SABINA WRIGHT|Other Service Provider|$47,804|—|$47,804|

| FRANCES MCCANN|Other Service Provider|$40,238|—|$40,238|

| TIMOTHY POWERS|Other Service Provider|$39,088|—|$39,088|

| LAPADULA, CARLSON & CO., CPA|Auditor|$35,000|—|$35,000|

| SEGAL MARCO ADVISORS|Other Service Provider|$35,000|—|$35,000|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$31,860|—|$31,860|

| ROBERT LUGONES|Other Service Provider|$31,707|—|$31,707|

| TYLER WENGERT|Other Service Provider|$28,810|—|$28,810|

| CHUBB & SON|Other Service Provider|$21,489|—|$21,489|

| COLLERAN, O'HARA, MILLS LLP|Other Service Provider|$20,357|—|$20,357|

| LINDABURY MCCORMICK ESTABROOK & COO|Other Service Provider|$20,060|—|$20,060|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$13,618|—|$13,618|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$10,578|—|$10,578|

| AUTOMATIC DATA PROCESSING|Other Service Provider|$5,819|—|$5,819|

### Verified Provider Profiles

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

- [LAPADULA, CARLSON & CO., CPA](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,922,850

- **Estimated Expense Ratio:** 4.985% 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|$2,144,634|$283,630|$75,000|$35,000|—|

| 2023|$2,292,246|$309,307|$120,000|$33,750|—|

| 2022|$2,342,726|$373,028|—|—|$124,836|

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