# The Bridgeport Firemen'S Sick And Death Benefit Association, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-bridgeport-firemen-s-sick-and-death-benefit-association-inc-060794308-501

> The Bridgeport Firemen'S Sick And Death Benefit Association, INC.'s Health & Welfare plan: 272 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bridgeport Firemen'S Sick And Death Benefit Association, INC.

- **Sponsor EIN:** 060794308

- **Sponsor Address:** 83 CASTLE LANE, MILFORD, CT, 06460

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 272

- **Total Assets:** $2.4M

## 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|272|$2.4M|$0|$61,621|

| 2023|270|$2.5M|$0|$13,137|

| 2022|272|$2.2M|$0|$13,622|

## 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|

| MONECO ADVISORS, LLC|Investment Advisor|—|$19,669|$19,669|

| WALSH & DICKINSON|Other Service Provider|$10,500|—|$10,500|

| KARDAN ACTUARIAL SERVICES, LLC|Actuary|$5,975|—|$5,975|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,144

- **Estimated Expense Ratio:** 1.536% 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|$67,804|$19,669|—|—|—|

| 2023|$61,474|$18,075|—|—|—|

| 2022|$73,258|$18,462|—|—|$10,500|

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